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
$570M
AUM Growth
-$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.7M
3
+$2.52M
4
MSFT icon
Microsoft
MSFT
+$2.43M
5
TPL icon
Texas Pacific Land
TPL
+$1.53M

Top Sells

1
+$202M
2
+$4.43M
3
+$2.4M
4
XOM icon
Exxon Mobil
XOM
+$1.69M
5
JPM icon
JPMorgan Chase
JPM
+$1.35M

Sector Composition

1 Technology 19.54%
2 Healthcare 18.02%
3 Consumer Discretionary 8.28%
4 Financials 8.18%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$418K 0.07%
1,500
+174
177
$411K 0.07%
4,680
178
$409K 0.07%
648
-62
179
$409K 0.07%
9,300
+6,120
180
$404K 0.07%
3,542
+30
181
$403K 0.07%
5,964
182
$400K 0.07%
1,112
+500
183
$396K 0.07%
3,489
+2,242
184
$389K 0.07%
2,904
+457
185
$381K 0.07%
7,600
186
$378K 0.07%
2,764
-75
187
$373K 0.07%
2,985
+306
188
$371K 0.07%
3,004
+591
189
$367K 0.06%
3,505
-102
190
$354K 0.06%
4,301
-350
191
$352K 0.06%
4,894
192
$351K 0.06%
6,138
-504
193
$350K 0.06%
18,370
194
$346K 0.06%
7,142
195
$342K 0.06%
7,678
+1,400
196
$342K 0.06%
738
+31
197
$322K 0.06%
1,889
198
$321K 0.06%
3,250
+306
199
$321K 0.06%
2,149
200
$320K 0.06%
5,099
-805
6 7
8
9 10