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
$296M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$999K
3
+$548K
4
IPG icon
Interpublic Group of Companies
IPG
+$544K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$540K

Top Sells

1
+$1.62M
2
+$1.15M
3
+$918K
4
GE icon
GE Aerospace
GE
+$828K
5
BIIB icon
Biogen
BIIB
+$506K

Sector Composition

1 Industrials 13.56%
2 Technology 13.28%
3 Healthcare 12.96%
4 Consumer Staples 10.45%
5 Financials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$177K 0.06%
2,600
202
$175K 0.06%
621
+616
203
$175K 0.06%
+9,064
204
$174K 0.06%
3,250
-192
205
$172K 0.06%
1,660
-37
206
$169K 0.06%
2,050
+1,520
207
$166K 0.06%
1,841
-51
208
$166K 0.06%
+1,375
209
$165K 0.06%
5,948
210
$164K 0.06%
4,388
+306
211
$161K 0.05%
3,290
212
$159K 0.05%
4,612
+2,638
213
$158K 0.05%
435
+47
214
$158K 0.05%
+1,260
215
$157K 0.05%
887
216
$150K 0.05%
2,375
217
$149K 0.05%
4,754
+377
218
$143K 0.05%
4,703
219
$142K 0.05%
1,769
-43
220
$141K 0.05%
3,442
-81
221
$138K 0.05%
1,803
+1,579
222
$137K 0.05%
708
+88
223
$134K 0.05%
676
-1,636
224
$133K 0.05%
1,015
225
$128K 0.04%
1,796
7 8
9
10 11