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
$287M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.57M
3
+$2.11M
4
JPM icon
JPMorgan Chase
JPM
+$2.02M
5
DIS icon
Walt Disney
DIS
+$1.78M

Top Sells

1
+$1.95M
2
+$1M
3
+$514K
4
NVS icon
Novartis
NVS
+$466K
5
RTN
Raytheon Company
RTN
+$263K

Sector Composition

1 Healthcare 14.07%
2 Industrials 13.79%
3 Technology 12.65%
4 Consumer Staples 11.35%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$406K 0.14%
5,368
+5,043
127
$397K 0.14%
9,838
+9,073
128
$395K 0.14%
3,936
+3,430
129
$392K 0.14%
5,112
130
$390K 0.14%
7,202
+302
131
$388K 0.14%
4,922
-28
132
$387K 0.14%
6,903
+2,295
133
$368K 0.13%
14,578
+8,286
134
$362K 0.13%
3,497
+699
135
$359K 0.13%
9,463
+1,664
136
$358K 0.12%
7,861
+682
137
$358K 0.12%
4,843
-6,307
138
$349K 0.12%
15,468
139
$348K 0.12%
2,500
140
$346K 0.12%
1,593
+21
141
$341K 0.12%
1,629
+1,069
142
$340K 0.12%
10,200
-30,000
143
$340K 0.12%
+4,073
144
$339K 0.12%
5,833
145
$334K 0.12%
2,990
+867
146
$333K 0.12%
3,766
+530
147
$330K 0.12%
+4,112
148
$318K 0.11%
+3,570
149
$317K 0.11%
5,452
-1,864
150
$312K 0.11%
5,542
+1,570
4 5
6
7 8