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
$474M
AUM Growth
+$95.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$85.1M
2
+$1.51M
3
+$956K
4
MSFT icon
Microsoft
MSFT
+$823K
5
ABT icon
Abbott
ABT
+$776K

Top Sells

1
+$1.48M
2
+$1.07M
3
+$818K
4
HIG icon
Hartford Financial Services
HIG
+$681K
5
WY icon
Weyerhaeuser
WY
+$628K

Sector Composition

1 Healthcare 28.43%
2 Technology 15.48%
3 Financials 9.49%
4 Industrials 8.81%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$605K 0.13%
10,797
-1,164
127
$595K 0.13%
14,263
+64
128
$594K 0.13%
10,796
129
$588K 0.12%
4,643
+52
130
$576K 0.12%
7,032
131
$573K 0.12%
+19,370
132
$571K 0.12%
5,151
-15
133
$557K 0.12%
7,326
+250
134
$550K 0.12%
17,339
135
$531K 0.11%
6,400
136
$527K 0.11%
4,073
137
$515K 0.11%
4,361
+2,446
138
$508K 0.11%
13,830
+380
139
$505K 0.11%
2,733
+333
140
$504K 0.11%
19,732
+200
141
$497K 0.1%
4,719
-4,049
142
$485K 0.1%
9,360
-225
143
$482K 0.1%
2,650
144
$481K 0.1%
10,000
145
$469K 0.1%
3,670
+286
146
$467K 0.1%
11,379
-83
147
$458K 0.1%
3,000
148
$457K 0.1%
8,248
149
$454K 0.1%
4,968
-686
150
$449K 0.09%
1,523
+131
4 5
6
7 8