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
$632M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.34M
3
+$1.17M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$957K
5
JNJ icon
Johnson & Johnson
JNJ
+$956K

Top Sells

1
+$1.74M
2
+$809K
3
+$459K
4
BIIB icon
Biogen
BIIB
+$459K
5
MDT icon
Medtronic
MDT
+$368K

Sector Composition

1 Healthcare 20.13%
2 Technology 19.83%
3 Consumer Discretionary 7.91%
4 Financials 7.8%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.24M 0.2%
14,629
+920
102
$1.23M 0.19%
7,070
-20
103
$1.21M 0.19%
21,251
+4,318
104
$1.2M 0.19%
37,944
105
$1.2M 0.19%
21,654
+279
106
$1.18M 0.19%
24,675
107
$1.16M 0.18%
10,932
-7,646
108
$1.16M 0.18%
3,190
-65
109
$1.15M 0.18%
17,150
+703
110
$1.15M 0.18%
5,313
+545
111
$1.11M 0.18%
21,959
112
$1.09M 0.17%
7,790
-240
113
$1.09M 0.17%
19,095
+310
114
$1.06M 0.17%
12,678
115
$1.04M 0.16%
2,498
+98
116
$1.02M 0.16%
4,300
+193
117
$1M 0.16%
2,900
-1,326
118
$979K 0.15%
6,501
+1,365
119
$977K 0.15%
12,564
+1,422
120
$976K 0.15%
4,004
+129
121
$964K 0.15%
18,326
+370
122
$963K 0.15%
13,088
-1,205
123
$957K 0.15%
+5,359
124
$943K 0.15%
2,354
+584
125
$920K 0.15%
11,882
-821
3 4
5
6 7