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
$296M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$999K
3
+$548K
4
IPG icon
Interpublic Group of Companies
IPG
+$544K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$540K

Top Sells

1
+$1.62M
2
+$1.15M
3
+$918K
4
GE icon
GE Aerospace
GE
+$828K
5
BIIB icon
Biogen
BIIB
+$506K

Sector Composition

1 Industrials 13.56%
2 Technology 13.28%
3 Healthcare 12.96%
4 Consumer Staples 10.45%
5 Financials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$338K 0.11%
5,700
+833
152
$338K 0.11%
5,452
153
$334K 0.11%
3,570
154
$333K 0.11%
3,725
-41
155
$325K 0.11%
2,951
-39
156
$325K 0.11%
1,572
-21
157
$322K 0.11%
3,812
+1,236
158
$319K 0.11%
4,584
+589
159
$316K 0.11%
3,655
+458
160
$313K 0.11%
2,960
+2,552
161
$312K 0.11%
2,472
-1,513
162
$308K 0.1%
4,237
-875
163
$308K 0.1%
2,849
+1,442
164
$305K 0.1%
6,706
165
$303K 0.1%
6,865
+3,527
166
$299K 0.1%
2,700
167
$291K 0.1%
4,395
168
$289K 0.1%
6,310
+3,199
169
$283K 0.1%
4,000
170
$281K 0.1%
6,438
+1,702
171
$278K 0.09%
+20,724
172
$277K 0.09%
10,042
173
$269K 0.09%
3,402
-15
174
$268K 0.09%
5,638
+1,446
175
$259K 0.09%
6,700
5 6
7
8 9