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
$353M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.73M
3
+$1.66M
4
IBM icon
IBM
IBM
+$1.14M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$687K

Top Sells

1
+$1.5M
2
+$1.28M
3
+$1.27M
4
TROW icon
T. Rowe Price
TROW
+$1.23M
5
WWAV
The WhiteWave Foods Company
WWAV
+$847K

Sector Composition

1 Technology 14.46%
2 Industrials 13.59%
3 Healthcare 12.7%
4 Financials 10.7%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$246K 0.07%
12,216
+4,185
202
$238K 0.07%
2,600
203
$235K 0.07%
2,700
-400
204
$235K 0.07%
7,142
205
$234K 0.07%
9,000
206
$230K 0.07%
1,841
-8
207
$227K 0.06%
5,370
208
$223K 0.06%
4,306
209
$212K 0.06%
2,870
210
$203K 0.06%
+1,800
211
$203K 0.06%
3,901
+299
212
$197K 0.06%
621
213
$196K 0.06%
902
-154
214
$195K 0.06%
4,441
-10
215
$194K 0.05%
1,375
216
$192K 0.05%
1,555
+143
217
$192K 0.05%
1,743
+83
218
$191K 0.05%
4,248
+234
219
$185K 0.05%
2,130
220
$184K 0.05%
435
-2
221
$183K 0.05%
18,738
222
$183K 0.05%
1,950
223
$179K 0.05%
8,603
224
$179K 0.05%
1,260
225
$178K 0.05%
1,635
+84
7 8
9
10 11