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
$568M
AUM Growth
-$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$6.41M
3
+$5.7M
4
DOCU icon
DocuSign
DOCU
+$2.32M
5
TTGT icon
TechTarget
TTGT
+$1.28M

Top Sells

1
+$43.6M
2
+$5.11M
3
+$4.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.23M
5
NEE icon
NextEra Energy
NEE
+$2.12M

Sector Composition

1 Technology 23.27%
2 Healthcare 10.96%
3 Consumer Discretionary 8.97%
4 Financials 7.59%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.77M 0.31%
24,675
77
$1.75M 0.31%
8,072
+905
78
$1.73M 0.3%
38,823
-25,294
79
$1.71M 0.3%
30,245
80
$1.7M 0.3%
4,738
-113
81
$1.65M 0.29%
32,275
82
$1.64M 0.29%
19,214
-1,024
83
$1.62M 0.29%
24,061
-6,545
84
$1.55M 0.27%
52,780
+11,100
85
$1.54M 0.27%
6,908
-4
86
$1.5M 0.26%
5,054
-1,771
87
$1.48M 0.26%
9,903
+132
88
$1.45M 0.26%
6,451
-554
89
$1.45M 0.26%
14,054
+387
90
$1.45M 0.26%
4,972
+1,120
91
$1.4M 0.25%
3,370
-700
92
$1.37M 0.24%
4,963
-11
93
$1.37M 0.24%
8,154
+176
94
$1.32M 0.23%
2,623
+260
95
$1.31M 0.23%
6,784
-175
96
$1.3M 0.23%
17,830
-14
97
$1.28M 0.23%
+13,431
98
$1.25M 0.22%
6,229
-1,481
99
$1.24M 0.22%
4,698
100
$1.23M 0.22%
36,979
-965
2 3
4
5 6