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
$353M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.73M
3
+$1.66M
4
IBM icon
IBM
IBM
+$1.14M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$687K

Top Sells

1
+$1.5M
2
+$1.28M
3
+$1.27M
4
TROW icon
T. Rowe Price
TROW
+$1.23M
5
WWAV
The WhiteWave Foods Company
WWAV
+$847K

Sector Composition

1 Technology 14.46%
2 Industrials 13.59%
3 Healthcare 12.7%
4 Financials 10.7%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$327K 0.09%
18,970
177
$322K 0.09%
18,778
-7
178
$321K 0.09%
5,369
-1
179
$320K 0.09%
3,697
+169
180
$320K 0.09%
14,700
+7,994
181
$317K 0.09%
1,981
+30
182
$310K 0.09%
9,703
-318
183
$306K 0.09%
5,593
+149
184
$306K 0.09%
6,050
185
$304K 0.09%
13,614
+9,000
186
$300K 0.08%
4,800
-900
187
$299K 0.08%
4,190
+190
188
$290K 0.08%
1,750
189
$274K 0.08%
3,275
-78
190
$273K 0.08%
6,006
+415
191
$273K 0.08%
1,500
192
$264K 0.07%
3,300
193
$263K 0.07%
12,235
+3,398
194
$261K 0.07%
4,588
+171
195
$256K 0.07%
3,384
196
$256K 0.07%
14,960
197
$255K 0.07%
6,572
+270
198
$251K 0.07%
10,164
199
$250K 0.07%
1,547
-40
200
$247K 0.07%
1,158
6 7
8
9 10