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
151
$603K 0.11%
+5,060
152
$603K 0.11%
4,701
+82
153
$591K 0.1%
3,706
-339
154
$582K 0.1%
+3,295
155
$577K 0.1%
12,716
+80
156
$571K 0.1%
2,213
-185
157
$570K 0.1%
14,880
158
$559K 0.1%
2,921
+153
159
$554K 0.1%
2,376
-114
160
$547K 0.1%
1,475
+175
161
$542K 0.1%
5,573
162
$541K 0.09%
6,574
-130
163
$541K 0.09%
3,715
-65
164
$522K 0.09%
3,209
+185
165
$513K 0.09%
5,869
+462
166
$508K 0.09%
3,300
167
$503K 0.09%
6,019
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168
$478K 0.08%
4,609
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169
$464K 0.08%
5,895
+121
170
$463K 0.08%
32,360
+7,080
171
$451K 0.08%
12,175
-7,468
172
$447K 0.08%
1,544
173
$430K 0.08%
4,418
-3,750
174
$422K 0.07%
7,438
-99
175
$422K 0.07%
8,011
+529
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7
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