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
$287M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.57M
3
+$2.11M
4
JPM icon
JPMorgan Chase
JPM
+$2.02M
5
DIS icon
Walt Disney
DIS
+$1.78M

Top Sells

1
+$1.95M
2
+$1M
3
+$514K
4
NVS icon
Novartis
NVS
+$466K
5
RTN
Raytheon Company
RTN
+$263K

Sector Composition

1 Healthcare 14.07%
2 Industrials 13.75%
3 Technology 12.69%
4 Consumer Staples 11.35%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$496K 0.17%
4,600
+453
102
$495K 0.17%
9,160
103
$494K 0.17%
6,122
+20
104
$480K 0.17%
10,089
+95
105
$474K 0.17%
9,668
+1,388
106
$473K 0.17%
7,789
+107
107
$468K 0.16%
14,348
+3,670
108
$466K 0.16%
+9,678
109
$466K 0.16%
3,985
-63
110
$464K 0.16%
6,114
+56
111
$455K 0.16%
5,617
+989
112
$453K 0.16%
6,470
+638
113
$451K 0.16%
4,576
+3,099
114
$449K 0.16%
4,840
115
$444K 0.15%
2,312
116
$438K 0.15%
7,065
+1,503
117
$437K 0.15%
8,047
+1,509
118
$434K 0.15%
7,594
+7,416
119
$433K 0.15%
5,550
120
$431K 0.15%
5,026
+52
121
$431K 0.15%
29,063
+1,858
122
$429K 0.15%
+10,000
123
$419K 0.15%
10,284
+96
124
$419K 0.15%
7,549
+226
125
$413K 0.14%
6,000
-24
3 4
5
6 7