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
$486M
AUM Growth
-$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$1.41M
3
+$679K
4
UBER icon
Uber
UBER
+$660K
5
NEE icon
NextEra Energy
NEE
+$602K

Top Sells

1
+$3.89M
2
+$2.33M
3
+$1.8M
4
MDLZ icon
Mondelez International
MDLZ
+$1.73M
5
AMZN icon
Amazon
AMZN
+$1.6M

Sector Composition

1 Technology 19.74%
2 Healthcare 10.66%
3 Consumer Discretionary 6.96%
4 Financials 6.73%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$472K 0.1%
9,720
+550
177
$467K 0.1%
20,102
-411
178
$467K 0.1%
3,268
+300
179
$466K 0.1%
857
+29
180
$465K 0.1%
2,281
-579
181
$448K 0.09%
9,903
182
$445K 0.09%
5,309
+3
183
$436K 0.09%
5,158
184
$421K 0.09%
6,968
185
$418K 0.09%
32,300
186
$402K 0.08%
4,073
-205
187
$395K 0.08%
2,006
-280
188
$389K 0.08%
12,363
189
$372K 0.08%
3,263
190
$368K 0.08%
7,438
-2,204
191
$366K 0.08%
950
192
$358K 0.07%
1,734
193
$353K 0.07%
15,162
194
$349K 0.07%
3,433
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195
$345K 0.07%
4,352
-13
196
$344K 0.07%
5,582
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197
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6,280
-275
198
$341K 0.07%
5,315
199
$339K 0.07%
4,847
+110
200
$332K 0.07%
6,425
-461
6 7
8
9 10