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
$486M
AUM Growth
-$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$1.41M
3
+$679K
4
UBER icon
Uber
UBER
+$660K
5
NEE icon
NextEra Energy
NEE
+$602K

Top Sells

1
+$3.89M
2
+$2.33M
3
+$1.8M
4
MDLZ icon
Mondelez International
MDLZ
+$1.73M
5
AMZN icon
Amazon
AMZN
+$1.6M

Sector Composition

1 Technology 19.74%
2 Healthcare 10.66%
3 Consumer Discretionary 6.96%
4 Financials 6.73%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$570K 0.12%
13,700
152
$569K 0.12%
4,836
153
$566K 0.12%
5,283
+2
154
$564K 0.12%
3,415
+71
155
$562K 0.12%
12,403
156
$556K 0.11%
4,584
-600
157
$547K 0.11%
21,100
158
$547K 0.11%
1,841
+50
159
$546K 0.11%
26,150
-1,160
160
$544K 0.11%
7,757
161
$544K 0.11%
13,565
162
$535K 0.11%
5,868
163
$532K 0.11%
30,100
-801
164
$531K 0.11%
13,522
+3,470
165
$525K 0.11%
2,208
166
$523K 0.11%
6,539
+80
167
$517K 0.11%
5,054
+416
168
$516K 0.11%
8,700
169
$505K 0.1%
33,320
-4,870
170
$494K 0.1%
10,345
171
$493K 0.1%
10,710
+2,400
172
$491K 0.1%
2,857
+45
173
$480K 0.1%
788
-75
174
$476K 0.1%
2,461
-161
175
$474K 0.1%
6,211
-773
5 6
7
8 9