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
$486M
AUM Growth
-$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$1.41M
3
+$679K
4
UBER icon
Uber
UBER
+$660K
5
NEE icon
NextEra Energy
NEE
+$602K

Top Sells

1
+$3.89M
2
+$2.33M
3
+$1.8M
4
MDLZ icon
Mondelez International
MDLZ
+$1.73M
5
AMZN icon
Amazon
AMZN
+$1.6M

Sector Composition

1 Technology 19.74%
2 Healthcare 10.66%
3 Consumer Discretionary 6.96%
4 Financials 6.73%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.1M 0.23%
35,357
+1,500
102
$1.09M 0.22%
2,825
+25
103
$1.07M 0.22%
4,773
104
$1.06M 0.22%
6,233
+88
105
$1.01M 0.21%
3,511
106
$997K 0.21%
1,941
+132
107
$993K 0.2%
4,370
-70
108
$991K 0.2%
14,108
+300
109
$976K 0.2%
4,698
110
$955K 0.2%
19,122
-295
111
$925K 0.19%
16,950
112
$913K 0.19%
9,519
+3
113
$910K 0.19%
13,851
114
$909K 0.19%
10,735
115
$903K 0.19%
43,071
-16,841
116
$899K 0.18%
89,350
117
$896K 0.18%
2,084
-70
118
$891K 0.18%
4,882
+125
119
$867K 0.18%
6,575
+2,457
120
$847K 0.17%
2,513
+8
121
$830K 0.17%
6,068
-61
122
$823K 0.17%
2,964
-195
123
$802K 0.16%
14,398
+18
124
$778K 0.16%
20,378
125
$769K 0.16%
6,052
+39
3 4
5
6 7