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
$568M
AUM Growth
-$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$6.41M
3
+$5.7M
4
DOCU icon
DocuSign
DOCU
+$2.32M
5
TTGT icon
TechTarget
TTGT
+$1.28M

Top Sells

1
+$43.6M
2
+$5.11M
3
+$4.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.23M
5
NEE icon
NextEra Energy
NEE
+$2.12M

Sector Composition

1 Technology 23.27%
2 Healthcare 10.96%
3 Consumer Discretionary 8.97%
4 Financials 7.59%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$457K 0.08%
5,812
-9,699
177
$439K 0.08%
15,162
178
$423K 0.07%
3,457
179
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180
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181
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182
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183
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184
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185
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186
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189
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190
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199
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6,405
-4,654
200
$357K 0.06%
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