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
$474M
AUM Growth
+$95.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$85.1M
2
+$1.51M
3
+$956K
4
MSFT icon
Microsoft
MSFT
+$823K
5
ABT icon
Abbott
ABT
+$776K

Top Sells

1
+$1.48M
2
+$1.07M
3
+$818K
4
HIG icon
Hartford Financial Services
HIG
+$681K
5
WY icon
Weyerhaeuser
WY
+$628K

Sector Composition

1 Healthcare 28.43%
2 Technology 15.48%
3 Financials 9.49%
4 Industrials 8.81%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$343K 0.07%
16,432
+675
177
$342K 0.07%
3,080
-2,222
178
$338K 0.07%
1,387
+393
179
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2,600
180
$325K 0.07%
937
+300
181
$324K 0.07%
9,300
182
$319K 0.07%
23,070
183
$315K 0.07%
18,970
184
$314K 0.07%
14,960
185
$313K 0.07%
3,384
-617
186
$311K 0.07%
21,473
187
$309K 0.07%
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188
$308K 0.07%
1,158
189
$305K 0.06%
+4,815
190
$302K 0.06%
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191
$301K 0.06%
3,301
-2,222
192
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193
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194
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2,274
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195
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2,980
+1,216
196
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197
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4,709
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198
$271K 0.06%
12,216
199
$271K 0.06%
4,553
+53
200
$266K 0.06%
7,830
+3,000
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