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
$474M
AUM Growth
+$95.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$85.1M
2
+$1.51M
3
+$956K
4
MSFT icon
Microsoft
MSFT
+$823K
5
ABT icon
Abbott
ABT
+$776K

Top Sells

1
+$1.48M
2
+$1.07M
3
+$818K
4
HIG icon
Hartford Financial Services
HIG
+$681K
5
WY icon
Weyerhaeuser
WY
+$628K

Sector Composition

1 Healthcare 28.43%
2 Technology 15.48%
3 Financials 9.49%
4 Industrials 8.81%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$787K 0.17%
5,872
+550
102
$786K 0.17%
6,865
+1,168
103
$775K 0.16%
38,750
104
$768K 0.16%
8,727
105
$766K 0.16%
2,900
-55
106
$751K 0.16%
11,787
+287
107
$746K 0.16%
13,647
-3,059
108
$721K 0.15%
14,148
109
$717K 0.15%
15,213
-2,173
110
$707K 0.15%
3,458
+3,028
111
$703K 0.15%
4,681
112
$699K 0.15%
21,050
-3,022
113
$698K 0.15%
14,814
+910
114
$690K 0.15%
8,819
-541
115
$673K 0.14%
12,345
-350
116
$670K 0.14%
8,527
-6,560
117
$669K 0.14%
3,423
118
$657K 0.14%
10,101
-250
119
$656K 0.14%
6,544
120
$639K 0.13%
7,246
-181
121
$638K 0.13%
7,452
-153
122
$634K 0.13%
7,565
+65
123
$620K 0.13%
6,008
-25
124
$607K 0.13%
15,620
+405
125
$607K 0.13%
12,773
-1,734
3 4
5
6 7