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
$568M
AUM Growth
-$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$6.41M
3
+$5.7M
4
DOCU icon
DocuSign
DOCU
+$2.32M
5
TTGT icon
TechTarget
TTGT
+$1.28M

Top Sells

1
+$43.6M
2
+$5.11M
3
+$4.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.23M
5
NEE icon
NextEra Energy
NEE
+$2.12M

Sector Composition

1 Technology 23.27%
2 Healthcare 10.96%
3 Consumer Discretionary 8.97%
4 Financials 7.59%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.23M 0.22%
3,549
+1,084
102
$1.22M 0.21%
23,446
-23,209
103
$1.21M 0.21%
6,668
+1,094
104
$1.16M 0.2%
5,412
+1,078
105
$1.11M 0.2%
13,711
+192
106
$1.07M 0.19%
19,417
107
$1.05M 0.18%
6,047
+70
108
$1.05M 0.18%
6,213
-9,261
109
$1.02M 0.18%
12,945
110
$1.02M 0.18%
2,602
-470
111
$1M 0.18%
1,097
+2
112
$1M 0.18%
5,324
-628
113
$1M 0.18%
2,850
-345
114
$974K 0.17%
1,617
-200
115
$965K 0.17%
4,722
-637
116
$908K 0.16%
+1,924
117
$892K 0.16%
5,355
-4,149
118
$878K 0.15%
9,864
-5,545
119
$873K 0.15%
14,580
+47
120
$855K 0.15%
3,365
-34
121
$833K 0.15%
16,558
-28,614
122
$827K 0.15%
7,068
+2,229
123
$812K 0.14%
2,285
+993
124
$801K 0.14%
14,300
-550
125
$800K 0.14%
3,837
-2,237
3 4
5
6 7