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
$296M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$999K
3
+$548K
4
IPG icon
Interpublic Group of Companies
IPG
+$544K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$540K

Top Sells

1
+$1.62M
2
+$1.15M
3
+$918K
4
GE icon
GE Aerospace
GE
+$828K
5
BIIB icon
Biogen
BIIB
+$506K

Sector Composition

1 Industrials 13.56%
2 Technology 13.28%
3 Healthcare 12.96%
4 Consumer Staples 10.45%
5 Financials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$259K 0.09%
4,131
177
$254K 0.09%
1,980
-3
178
$253K 0.09%
1,750
-29
179
$253K 0.09%
16,153
-538
180
$236K 0.08%
4,932
+2,258
181
$236K 0.08%
3,588
+1,725
182
$229K 0.08%
4,602
+1,796
183
$229K 0.08%
14,960
184
$228K 0.08%
6,746
-1
185
$227K 0.08%
7,142
186
$226K 0.08%
6,770
187
$223K 0.08%
+4,564
188
$220K 0.07%
4,500
189
$218K 0.07%
5,835
+2,150
190
$214K 0.07%
2,629
+532
191
$212K 0.07%
1,158
192
$208K 0.07%
1,500
193
$205K 0.07%
892
-97
194
$203K 0.07%
1,660
+215
195
$197K 0.07%
2,906
196
$193K 0.07%
4,441
-100
197
$190K 0.06%
3,520
198
$181K 0.06%
2,356
+597
199
$181K 0.06%
13,725
200
$179K 0.06%
8,603
6 7
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