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
$370M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Sells

1 +$2.7M
2 +$1.1M
3 +$724K
4
WFC icon
Wells Fargo
WFC
+$643K
5
MON
Monsanto Co
MON
+$388K

Sector Composition

1 Technology 16.51%
2 Healthcare 12.01%
3 Industrials 11.85%
4 Financials 10.61%
5 Energy 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$923K 0.25%
25,307
102
$894K 0.24%
12,909
-300
103
$891K 0.24%
6,374
-55
104
$877K 0.24%
2,240
105
$870K 0.24%
7,115
-2
106
$823K 0.22%
17,611
-391
107
$815K 0.22%
10,000
108
$811K 0.22%
9,713
+3,582
109
$788K 0.21%
8,038
110
$785K 0.21%
10,166
+526
111
$782K 0.21%
27,724
-482
112
$757K 0.2%
11,685
+1,051
113
$733K 0.2%
42,948
114
$723K 0.2%
18,565
+2,300
115
$700K 0.19%
13,700
116
$661K 0.18%
8,465
+8,165
117
$657K 0.18%
5,648
118
$647K 0.17%
6,092
-181
119
$636K 0.17%
7,431
120
$615K 0.17%
12,588
121
$607K 0.16%
4,319
122
$590K 0.16%
8,527
123
$588K 0.16%
4,418
124
$557K 0.15%
8,150
125
$549K 0.15%
9,791
+617