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
$474M
AUM Growth
+$95.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$85.1M
2
+$1.51M
3
+$956K
4
MSFT icon
Microsoft
MSFT
+$823K
5
ABT icon
Abbott
ABT
+$776K

Top Sells

1
+$1.48M
2
+$1.07M
3
+$818K
4
HIG icon
Hartford Financial Services
HIG
+$681K
5
WY icon
Weyerhaeuser
WY
+$628K

Sector Composition

1 Healthcare 28.43%
2 Technology 15.48%
3 Financials 9.49%
4 Industrials 8.81%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$262K 0.06%
7,142
202
$257K 0.05%
2,202
-582
203
$256K 0.05%
17,160
204
$256K 0.05%
4,000
205
$247K 0.05%
8,545
-1,155
206
$238K 0.05%
2,483
+720
207
$230K 0.05%
3,603
208
$229K 0.05%
2,608
209
$222K 0.05%
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210
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211
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-27
212
$214K 0.05%
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213
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10,364
-6,248
214
$212K 0.04%
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215
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+2,030
216
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217
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218
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219
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220
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221
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222
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223
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1,720
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224
$188K 0.04%
950
225
$186K 0.04%
3,056
-248
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10 11