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
151
$443K 0.09%
4,112
-1,850
152
$442K 0.09%
5,716
153
$436K 0.09%
2,499
+132
154
$420K 0.09%
2,767
+18
155
$413K 0.09%
19,252
156
$406K 0.09%
5,017
157
$405K 0.09%
13,063
-380
158
$403K 0.09%
1,126
+321
159
$397K 0.08%
3,570
160
$391K 0.08%
4,840
161
$384K 0.08%
818
+75
162
$384K 0.08%
3,015
-606
163
$379K 0.08%
24,675
164
$376K 0.08%
2,515
165
$375K 0.08%
7,588
-66
166
$373K 0.08%
3,000
167
$373K 0.08%
14,700
168
$371K 0.08%
6,892
-578
169
$371K 0.08%
7,826
-3,056
170
$370K 0.08%
9,310
-2,163
171
$358K 0.08%
2,742
+42
172
$355K 0.07%
3,105
+41
173
$351K 0.07%
13,643
+1,973
174
$349K 0.07%
2,215
+36
175
$346K 0.07%
3,716
-424
5 6
7
8 9