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
$353M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.73M
3
+$1.66M
4
IBM icon
IBM
IBM
+$1.14M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$687K

Top Sells

1
+$1.5M
2
+$1.28M
3
+$1.27M
4
TROW icon
T. Rowe Price
TROW
+$1.23M
5
WWAV
The WhiteWave Foods Company
WWAV
+$847K

Sector Composition

1 Technology 14.46%
2 Industrials 13.59%
3 Healthcare 12.7%
4 Financials 10.7%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$409K 0.12%
6,688
-560
152
$408K 0.12%
4,073
153
$406K 0.11%
8,078
154
$396K 0.11%
10,251
+601
155
$392K 0.11%
6,270
156
$392K 0.11%
4,593
-253
157
$386K 0.11%
4,263
-113
158
$384K 0.11%
9,286
+40
159
$381K 0.11%
4,112
-87
160
$374K 0.11%
8,656
+352
161
$369K 0.1%
3,036
+1,596
162
$367K 0.1%
3,659
+177
163
$367K 0.1%
3,570
164
$366K 0.1%
+15,165
165
$359K 0.1%
3,575
-14,889
166
$348K 0.1%
5,162
+1,006
167
$345K 0.1%
4,131
168
$345K 0.1%
2,960
169
$339K 0.1%
3,812
170
$338K 0.1%
4,380
171
$332K 0.09%
2,700
172
$331K 0.09%
4,258
+72
173
$331K 0.09%
5,069
174
$329K 0.09%
12,132
-540
175
$329K 0.09%
3,841
+17
5 6
7
8 9