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
$570M
AUM Growth
-$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.7M
3
+$2.52M
4
MSFT icon
Microsoft
MSFT
+$2.43M
5
TPL icon
Texas Pacific Land
TPL
+$1.53M

Top Sells

1
+$202M
2
+$4.43M
3
+$2.4M
4
XOM icon
Exxon Mobil
XOM
+$1.69M
5
JPM icon
JPMorgan Chase
JPM
+$1.35M

Sector Composition

1 Technology 19.54%
2 Healthcare 18.02%
3 Consumer Discretionary 8.28%
4 Financials 8.18%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$788K 0.14%
5,600
+3,348
127
$774K 0.14%
1,564
+100
128
$771K 0.14%
5,136
+144
129
$760K 0.13%
19,875
+3,375
130
$750K 0.13%
14,100
131
$740K 0.13%
2,465
-20
132
$731K 0.13%
2,400
133
$729K 0.13%
1,770
+328
134
$727K 0.13%
2,434
-1,088
135
$716K 0.13%
7,512
-71
136
$711K 0.12%
7,377
+474
137
$696K 0.12%
825
+85
138
$676K 0.12%
9,865
+710
139
$674K 0.12%
9,344
-20
140
$669K 0.12%
3,979
+540
141
$666K 0.12%
3,088
+67
142
$666K 0.12%
1,685
-35
143
$662K 0.12%
4,040
144
$660K 0.12%
13,308
+318
145
$655K 0.11%
25,219
+8,412
146
$646K 0.11%
10,320
+44
147
$641K 0.11%
1,652
-981
148
$639K 0.11%
7,159
149
$631K 0.11%
7,332
150
$614K 0.11%
7,900
-100
4 5
6
7 8