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
$296M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$999K
3
+$548K
4
IPG icon
Interpublic Group of Companies
IPG
+$544K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$540K

Top Sells

1
+$1.62M
2
+$1.15M
3
+$918K
4
GE icon
GE Aerospace
GE
+$828K
5
BIIB icon
Biogen
BIIB
+$506K

Sector Composition

1 Industrials 13.56%
2 Technology 13.28%
3 Healthcare 12.96%
4 Consumer Staples 10.45%
5 Financials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$419K 0.14%
5,646
+96
127
$419K 0.14%
9,767
-71
128
$417K 0.14%
9,525
+62
129
$415K 0.14%
5,347
+1,628
130
$413K 0.14%
6,427
-43
131
$406K 0.14%
5,059
+137
132
$406K 0.14%
5,928
+300
133
$406K 0.14%
7,500
-94
134
$403K 0.14%
4,165
+1,155
135
$402K 0.14%
6,147
+605
136
$399K 0.14%
5,472
+104
137
$398K 0.13%
4,974
-52
138
$392K 0.13%
14,578
139
$390K 0.13%
2,555
+710
140
$388K 0.13%
2,500
141
$375K 0.13%
15,468
142
$368K 0.12%
+11,695
143
$363K 0.12%
10,200
144
$357K 0.12%
6,804
-398
145
$356K 0.12%
4,073
146
$355K 0.12%
5,011
+168
147
$353K 0.12%
3,455
-42
148
$346K 0.12%
24,620
149
$344K 0.12%
4,112
150
$341K 0.12%
7,762
-99
4 5
6
7 8