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
$632M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.34M
3
+$1.17M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$957K
5
JNJ icon
Johnson & Johnson
JNJ
+$956K

Top Sells

1
+$1.74M
2
+$809K
3
+$459K
4
BIIB icon
Biogen
BIIB
+$459K
5
MDT icon
Medtronic
MDT
+$368K

Sector Composition

1 Healthcare 20.13%
2 Technology 19.83%
3 Consumer Discretionary 7.91%
4 Financials 7.8%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$480K 0.08%
5,960
-59
177
$478K 0.08%
2,816
+1,156
178
$475K 0.08%
3,043
-166
179
$465K 0.07%
3,300
180
$457K 0.07%
7,323
+2,689
181
$455K 0.07%
4,680
182
$454K 0.07%
2,136
+1,179
183
$451K 0.07%
1,470
-30
184
$448K 0.07%
7,845
+407
185
$443K 0.07%
9,300
186
$434K 0.07%
5,895
187
$433K 0.07%
3,841
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188
$428K 0.07%
3,004
189
$422K 0.07%
1,112
190
$417K 0.07%
+2,420
191
$416K 0.07%
+15,420
192
$409K 0.06%
3,542
193
$409K 0.06%
1,153
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194
$404K 0.06%
2,985
195
$397K 0.06%
+3,457
196
$395K 0.06%
2,118
+229
197
$390K 0.06%
3,489
198
$389K 0.06%
2,879
-25
199
$381K 0.06%
7,600
200
$380K 0.06%
+2,350
6 7
8
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