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
$570M
AUM Growth
-$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.7M
3
+$2.52M
4
MSFT icon
Microsoft
MSFT
+$2.43M
5
TPL icon
Texas Pacific Land
TPL
+$1.53M

Top Sells

1
+$202M
2
+$4.43M
3
+$2.4M
4
XOM icon
Exxon Mobil
XOM
+$1.69M
5
JPM icon
JPMorgan Chase
JPM
+$1.35M

Sector Composition

1 Technology 19.54%
2 Healthcare 18.02%
3 Consumer Discretionary 8.28%
4 Financials 8.18%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.18M 0.21%
4,226
+300
102
$1.18M 0.21%
21,375
+567
103
$1.11M 0.19%
21,959
-5,605
104
$1.07M 0.19%
12,678
+747
105
$1.07M 0.19%
3,255
-125
106
$1.07M 0.19%
16,447
+885
107
$1.05M 0.19%
18,785
+1,135
108
$1.05M 0.18%
12,703
-96
109
$1.04M 0.18%
8,305
-10
110
$1.04M 0.18%
3,600
+46
111
$1.03M 0.18%
14,293
+992
112
$1.03M 0.18%
3,875
+145
113
$1.02M 0.18%
24,675
114
$1.02M 0.18%
16,933
+3,575
115
$1.02M 0.18%
4,768
+325
116
$988K 0.17%
37,944
117
$974K 0.17%
17,956
+1,280
118
$950K 0.17%
4,877
+391
119
$939K 0.16%
4,107
-23
120
$936K 0.16%
11,142
+370
121
$919K 0.16%
5,868
+674
122
$914K 0.16%
9,594
+6,591
123
$850K 0.15%
14,324
-2,656
124
$837K 0.15%
3,906
+222
125
$790K 0.14%
5,863
+5,000
3 4
5
6 7