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
$193M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1 +$18.3M
2 +$13M
3 +$7.15M
4
IBM icon
IBM
IBM
+$6.57M
5
CNI icon
Canadian National Railway
CNI
+$5.4M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.92%
2 Healthcare 12.49%
3 Technology 12.35%
4 Energy 11.67%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$190K 0.1%
+9,474
127
$187K 0.1%
+1,660
128
$183K 0.09%
+871
129
$181K 0.09%
+7,536
130
$177K 0.09%
+4,000
131
$177K 0.09%
+2,600
132
$174K 0.09%
+3,156
133
$174K 0.09%
+4,325
134
$173K 0.09%
+582
135
$171K 0.09%
+1,016
136
$166K 0.09%
+597
137
$165K 0.09%
+1,430
138
$161K 0.08%
+1,315
139
$160K 0.08%
+8,603
140
$159K 0.08%
+2,019
141
$158K 0.08%
+2,375
142
$154K 0.08%
+1,769
143
$151K 0.08%
+5,620
144
$149K 0.08%
+1,500
145
$147K 0.08%
+3,685
146
$141K 0.07%
+1,535
147
$136K 0.07%
+3,839
148
$121K 0.06%
+1,330
149
$121K 0.06%
+7,092
150
$119K 0.06%
+1,415