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
$570M
AUM Growth
-$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.7M
3
+$2.52M
4
MSFT icon
Microsoft
MSFT
+$2.43M
5
TPL icon
Texas Pacific Land
TPL
+$1.53M

Top Sells

1
+$202M
2
+$4.43M
3
+$2.4M
4
XOM icon
Exxon Mobil
XOM
+$1.69M
5
JPM icon
JPMorgan Chase
JPM
+$1.35M

Sector Composition

1 Technology 19.54%
2 Healthcare 18.02%
3 Consumer Discretionary 8.28%
4 Financials 8.18%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$319K 0.06%
5,948
+2,011
202
$315K 0.06%
3,895
203
$309K 0.05%
1,605
204
$306K 0.05%
3,339
-42
205
$304K 0.05%
9,000
206
$300K 0.05%
3,865
+475
207
$297K 0.05%
1,660
208
$297K 0.05%
950
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209
$295K 0.05%
597
210
$287K 0.05%
4,634
-51
211
$282K 0.05%
1,051
+387
212
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5,090
-37
213
$277K 0.05%
4,121
-5,398
214
$271K 0.05%
1,077
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215
$268K 0.05%
824
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216
$267K 0.05%
11,530
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217
$265K 0.05%
1,001
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218
$257K 0.05%
4,875
219
$256K 0.04%
3,098
220
$253K 0.04%
845
221
$252K 0.04%
2,739
222
$250K 0.04%
21,473
223
$248K 0.04%
3,410
+400
224
$244K 0.04%
577
+315
225
$244K 0.04%
1,104
+88
7 8
9
10 11