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
$486M
AUM Growth
-$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$1.41M
3
+$679K
4
UBER icon
Uber
UBER
+$660K
5
NEE icon
NextEra Energy
NEE
+$602K

Top Sells

1
+$3.89M
2
+$2.33M
3
+$1.8M
4
MDLZ icon
Mondelez International
MDLZ
+$1.73M
5
AMZN icon
Amazon
AMZN
+$1.6M

Sector Composition

1 Technology 19.74%
2 Healthcare 10.66%
3 Consumer Discretionary 6.96%
4 Financials 6.73%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.75M 0.36%
24,762
77
$1.73M 0.36%
42,750
+600
78
$1.67M 0.34%
32,831
+11,670
79
$1.67M 0.34%
40,813
+5,187
80
$1.53M 0.31%
10,662
-620
81
$1.51M 0.31%
7,660
-185
82
$1.5M 0.31%
26,849
83
$1.48M 0.3%
6,062
-89
84
$1.47M 0.3%
15,946
85
$1.47M 0.3%
4,659
86
$1.46M 0.3%
6,787
+1
87
$1.45M 0.3%
18,084
-732
88
$1.44M 0.3%
36,180
+1,216
89
$1.42M 0.29%
2,952
-50
90
$1.41M 0.29%
7,904
-745
91
$1.39M 0.29%
10,909
+591
92
$1.38M 0.28%
30,585
93
$1.38M 0.28%
10,909
94
$1.33M 0.27%
8,664
-277
95
$1.28M 0.26%
3,953
-157
96
$1.27M 0.26%
8,776
+176
97
$1.17M 0.24%
20,349
98
$1.15M 0.24%
20,305
-3,120
99
$1.14M 0.24%
12,343
+213
100
$1.12M 0.23%
37,801
2 3
4
5 6