RWA

Ropes Wealth Advisors Portfolio holdings

AUM $515M
1-Year Est. Return 21.76%
This Quarter Est. Return
1 Year Est. Return
+21.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$95.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$85.1M
2
+$1.51M
3
+$956K
4
MSFT icon
Microsoft
MSFT
+$823K
5
ABT icon
Abbott
ABT
+$776K

Top Sells

1
+$1.48M
2
+$1.07M
3
+$818K
4
HIG icon
Hartford Financial Services
HIG
+$681K
5
WY icon
Weyerhaeuser
WY
+$628K

Sector Composition

1 Healthcare 28.43%
2 Technology 15.48%
3 Financials 9.49%
4 Industrials 8.81%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.25%
20,682
-9,054
77
$1.18M 0.25%
7,519
-5
78
$1.14M 0.24%
4,372
+2,681
79
$1.13M 0.24%
4,198
-5,491
80
$1.12M 0.24%
27,371
+460
81
$1.09M 0.23%
6,517
82
$1.08M 0.23%
18,336
83
$1.08M 0.23%
20,579
-330
84
$1.07M 0.23%
8,646
85
$1.06M 0.22%
14,179
+1,472
86
$1.02M 0.22%
6,162
87
$1.01M 0.21%
6,399
-779
88
$978K 0.21%
2,690
-578
89
$972K 0.21%
8,442
-452
90
$968K 0.2%
22,556
-3,000
91
$962K 0.2%
33,171
+500
92
$956K 0.2%
+19,384
93
$949K 0.2%
41,999
-657
94
$949K 0.2%
22,307
+45
95
$929K 0.2%
9,536
+3,029
96
$918K 0.19%
3,926
97
$917K 0.19%
11,144
+392
98
$881K 0.19%
10,085
+60
99
$815K 0.17%
4,758
+58
100
$796K 0.17%
11,932
-265
2 3
4
5 6