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
$296M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$999K
3
+$548K
4
IPG icon
Interpublic Group of Companies
IPG
+$544K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$540K

Top Sells

1
+$1.62M
2
+$1.15M
3
+$918K
4
GE icon
GE Aerospace
GE
+$828K
5
BIIB icon
Biogen
BIIB
+$506K

Sector Composition

1 Industrials 13.56%
2 Technology 13.28%
3 Healthcare 12.96%
4 Consumer Staples 10.45%
5 Financials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$576K 0.19%
14,668
-1,264
102
$563K 0.19%
18,190
-12,130
103
$561K 0.19%
14,105
-375
104
$561K 0.19%
5,127
+527
105
$555K 0.19%
2,565
+936
106
$554K 0.19%
6,240
+126
107
$548K 0.19%
+6,800
108
$546K 0.18%
4,840
109
$544K 0.18%
+24,350
110
$540K 0.18%
+9,700
111
$537K 0.18%
9,038
+1,973
112
$522K 0.18%
9,750
+82
113
$518K 0.18%
10,179
+90
114
$518K 0.18%
8,095
+306
115
$515K 0.17%
5,387
116
$506K 0.17%
6,395
+62
117
$501K 0.17%
2,233
118
$492K 0.17%
13,455
+3,171
119
$484K 0.16%
9,678
120
$479K 0.16%
5,617
121
$462K 0.16%
10,000
122
$460K 0.16%
8,047
123
$460K 0.16%
8,021
+472
124
$441K 0.15%
6,757
+2,921
125
$436K 0.15%
6,000
3 4
5
6 7