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
$583M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1 +$9.76M
2 +$4.49M
3 +$4.39M
4
EPD icon
Enterprise Products Partners
EPD
+$4.15M
5
HHH icon
Howard Hughes
HHH
+$3.9M

Top Sells

1 +$5.88M
2 +$5.23M
3 +$5.16M
4
WMT icon
Walmart
WMT
+$688K
5
ADSK icon
Autodesk
ADSK
+$575K

Sector Composition

1 Technology 20.51%
2 Healthcare 9.53%
3 Consumer Discretionary 8.41%
4 Financials 7.27%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$457K 0.08%
1,538
202
$453K 0.08%
5,158
-246
203
$452K 0.08%
677
-33
204
$446K 0.08%
1,312
-55
205
$445K 0.08%
3,263
-838
206
$443K 0.08%
1,734
-4
207
$442K 0.08%
8,310
-2,489
208
$439K 0.08%
6,886
-88
209
$439K 0.08%
4,365
210
$420K 0.07%
4,977
-1,992
211
$418K 0.07%
15,162
212
$414K 0.07%
3,457
213
$412K 0.07%
5,315
-305
214
$411K 0.07%
1,537
-37
215
$402K 0.07%
4,278
-1,536
216
$392K 0.07%
2,973
-13
217
$381K 0.07%
3,430
-2,102
218
$378K 0.06%
950
-72
219
$373K 0.06%
3,412
+1,377
220
$368K 0.06%
2,875
-108
221
$367K 0.06%
1,011
+37
222
$357K 0.06%
1,955
-531
223
$353K 0.06%
3,525
-2,037
224
$347K 0.06%
5,390
+300
225
$342K 0.06%
3,195
-357