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
$353M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.73M
3
+$1.66M
4
IBM icon
IBM
IBM
+$1.14M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$687K

Top Sells

1
+$1.5M
2
+$1.28M
3
+$1.27M
4
TROW icon
T. Rowe Price
TROW
+$1.23M
5
WWAV
The WhiteWave Foods Company
WWAV
+$847K

Sector Composition

1 Technology 14.47%
2 Industrials 13.57%
3 Healthcare 12.7%
4 Financials 10.7%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$525K 0.15%
2,650
127
$519K 0.15%
14,762
+1,189
128
$517K 0.15%
10,000
129
$501K 0.14%
6,701
-141
130
$499K 0.14%
9,035
+3,489
131
$498K 0.14%
6,000
132
$494K 0.14%
7,962
-472
133
$486K 0.14%
+8,818
134
$484K 0.14%
3,335
135
$483K 0.14%
6,463
+516
136
$475K 0.13%
5,772
-110
137
$464K 0.13%
8,642
+99
138
$461K 0.13%
6,570
139
$459K 0.13%
7,575
140
$457K 0.13%
10,200
141
$453K 0.13%
11,717
+175
142
$450K 0.13%
8,395
+317
143
$442K 0.13%
3,969
+69
144
$439K 0.12%
5,726
-16,660
145
$437K 0.12%
7,500
-8
146
$427K 0.12%
15,378
147
$423K 0.12%
17,421
+5,120
148
$415K 0.12%
3,327
149
$414K 0.12%
3,119
150
$411K 0.12%
1,850
+1,227
4 5
6
7 8