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
$287M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.57M
3
+$2.11M
4
JPM icon
JPMorgan Chase
JPM
+$2.02M
5
DIS icon
Walt Disney
DIS
+$1.78M

Top Sells

1
+$1.95M
2
+$1M
3
+$514K
4
NVS icon
Novartis
NVS
+$466K
5
RTN
Raytheon Company
RTN
+$263K

Sector Composition

1 Healthcare 14.07%
2 Industrials 13.79%
3 Technology 12.65%
4 Consumer Staples 11.35%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$153K 0.05%
2,806
+2,316
202
$150K 0.05%
4,703
-235
203
$146K 0.05%
13,725
+336
204
$144K 0.05%
1,812
-560
205
$143K 0.05%
1,796
+1,009
206
$140K 0.05%
2,097
+55
207
$138K 0.05%
2,674
+1,896
208
$134K 0.05%
1,015
209
$133K 0.05%
388
+1
210
$132K 0.05%
1,407
+1,210
211
$130K 0.05%
+1,759
212
$130K 0.05%
3,685
-163
213
$129K 0.05%
3,523
+2,263
214
$129K 0.05%
19,233
215
$126K 0.04%
519
216
$125K 0.04%
3,111
+2,686
217
$121K 0.04%
887
+373
218
$121K 0.04%
3,338
+2,940
219
$119K 0.04%
2,783
+71
220
$119K 0.04%
2,722
+2,263
221
$118K 0.04%
4,734
+4,506
222
$117K 0.04%
1,378
+63
223
$114K 0.04%
+620
224
$113K 0.04%
92
225
$112K 0.04%
4,377
+3,757
7 8
9
10 11