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
$632M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.34M
3
+$1.17M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$957K
5
JNJ icon
Johnson & Johnson
JNJ
+$956K

Top Sells

1
+$1.74M
2
+$809K
3
+$459K
4
BIIB icon
Biogen
BIIB
+$459K
5
MDT icon
Medtronic
MDT
+$368K

Sector Composition

1 Healthcare 20.13%
2 Technology 19.83%
3 Consumer Discretionary 7.91%
4 Financials 7.8%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.96M 0.31%
8,123
-335
77
$1.93M 0.31%
16,143
-65
78
$1.82M 0.29%
33,835
-135
79
$1.81M 0.29%
7,562
+155
80
$1.8M 0.29%
9,217
-1,455
81
$1.8M 0.29%
6,791
+489
82
$1.79M 0.28%
7,328
-65
83
$1.78M 0.28%
16,555
+50
84
$1.72M 0.27%
21,130
-100
85
$1.7M 0.27%
7,409
+109
86
$1.67M 0.26%
32,372
+66
87
$1.65M 0.26%
7,068
+1,092
88
$1.63M 0.26%
5,599
+327
89
$1.6M 0.25%
21,981
+785
90
$1.56M 0.25%
10,103
+948
91
$1.53M 0.24%
19,084
+120
92
$1.49M 0.24%
9,655
+15
93
$1.42M 0.22%
2,658
94
$1.39M 0.22%
5,730
+3,354
95
$1.37M 0.22%
18,509
-1,110
96
$1.36M 0.22%
6,222
-60
97
$1.36M 0.22%
9,233
+182
98
$1.29M 0.2%
8,164
+4,458
99
$1.26M 0.2%
5,491
+614
100
$1.24M 0.2%
4,221
+621
2 3
4
5 6