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
$382M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$835K
2
+$464K
3
+$442K
4
INTC icon
Intel
INTC
+$385K
5
ABBV icon
AbbVie
ABBV
+$338K

Top Sells

1
+$1.11M
2
+$1.02M
3
+$716K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$680K
5
GE icon
GE Aerospace
GE
+$678K

Sector Composition

1 Technology 15.58%
2 Industrials 12.9%
3 Healthcare 12.12%
4 Financials 10.68%
5 Consumer Staples 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$607K 0.16%
5,034
+635
127
$600K 0.16%
7,431
+1,171
128
$593K 0.16%
4,319
129
$585K 0.15%
9,135
+200
130
$563K 0.15%
10,207
+207
131
$552K 0.14%
7,742
-41
132
$539K 0.14%
2,650
133
$536K 0.14%
7,875
+1,697
134
$530K 0.14%
7,306
-153
135
$524K 0.14%
3,461
136
$522K 0.14%
8,818
137
$514K 0.13%
6,000
138
$510K 0.13%
5,648
+4,895
139
$502K 0.13%
9,367
140
$490K 0.13%
6,300
+2,433
141
$484K 0.13%
6,295
-275
142
$479K 0.13%
3,849
+889
143
$472K 0.12%
2,203
-1,013
144
$471K 0.12%
5,576
145
$468K 0.12%
5,776
+22
146
$458K 0.12%
6,217
-2,925
147
$456K 0.12%
6,068
-841
148
$453K 0.12%
4,073
149
$442K 0.12%
10,200
150
$440K 0.12%
8,026
-1,214
4 5
6
7 8