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
$287M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.57M
3
+$2.11M
4
JPM icon
JPMorgan Chase
JPM
+$2.02M
5
DIS icon
Walt Disney
DIS
+$1.78M

Top Sells

1
+$1.95M
2
+$1M
3
+$514K
4
NVS icon
Novartis
NVS
+$466K
5
RTN
Raytheon Company
RTN
+$263K

Sector Composition

1 Healthcare 14.07%
2 Industrials 13.79%
3 Technology 12.65%
4 Consumer Staples 11.35%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$223K 0.08%
1,983
+852
177
$221K 0.08%
+14,960
178
$221K 0.08%
16,691
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179
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180
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+2,576
181
$212K 0.07%
6,770
+2,500
182
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3,442
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183
$207K 0.07%
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184
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+4,736
185
$198K 0.07%
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-1,531
186
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187
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4,192
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188
$189K 0.07%
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189
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190
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3,802
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191
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193
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194
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195
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196
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197
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8,603
198
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2,375
199
$158K 0.06%
4,082
+3,922
200
$154K 0.05%
1,892
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