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
$287M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.57M
3
+$2.11M
4
JPM icon
JPMorgan Chase
JPM
+$2.02M
5
DIS icon
Walt Disney
DIS
+$1.78M

Top Sells

1
+$1.95M
2
+$1M
3
+$514K
4
NVS icon
Novartis
NVS
+$466K
5
RTN
Raytheon Company
RTN
+$263K

Sector Composition

1 Healthcare 14.07%
2 Industrials 13.79%
3 Technology 12.65%
4 Consumer Staples 11.35%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$310K 0.11%
+3,417
152
$308K 0.11%
+24,620
153
$304K 0.11%
4,000
154
$301K 0.11%
5,628
-59
155
$294K 0.1%
10,042
156
$292K 0.1%
4,131
157
$290K 0.1%
3,719
+55
158
$290K 0.1%
1,845
+498
159
$284K 0.1%
+2,700
160
$281K 0.1%
7,392
161
$281K 0.1%
10,176
162
$277K 0.1%
3,197
+65
163
$271K 0.09%
3,995
+714
164
$269K 0.09%
6,706
165
$269K 0.09%
6,700
+5,747
166
$257K 0.09%
4,867
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167
$256K 0.09%
500
168
$251K 0.09%
3,010
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169
$250K 0.09%
1,779
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170
$246K 0.09%
+6,747
171
$245K 0.09%
500
172
$238K 0.08%
4,395
173
$236K 0.08%
+9,000
174
$229K 0.08%
3,836
+52
175
$229K 0.08%
989
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5 6
7
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