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
$632M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.34M
3
+$1.17M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$957K
5
JNJ icon
Johnson & Johnson
JNJ
+$956K

Top Sells

1
+$1.74M
2
+$809K
3
+$459K
4
BIIB icon
Biogen
BIIB
+$459K
5
MDT icon
Medtronic
MDT
+$368K

Sector Composition

1 Healthcare 20.13%
2 Technology 19.83%
3 Consumer Discretionary 7.91%
4 Financials 7.8%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$380K 0.06%
6,138
202
$375K 0.06%
744
+6
203
$373K 0.06%
2,879
+115
204
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205
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206
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-230
207
$355K 0.06%
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208
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209
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7,142
210
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909
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211
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212
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4,294
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213
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214
$324K 0.05%
2,149
215
$323K 0.05%
18,370
216
$318K 0.05%
4,894
217
$317K 0.05%
1,110
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218
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219
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220
$316K 0.05%
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221
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1,140
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222
$300K 0.05%
+4,920
223
$298K 0.05%
1,158
-386
224
$294K 0.05%
+1,540
225
$293K 0.05%
597
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9
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