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
$486M
AUM Growth
-$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$1.41M
3
+$679K
4
UBER icon
Uber
UBER
+$660K
5
NEE icon
NextEra Energy
NEE
+$602K

Top Sells

1
+$3.89M
2
+$2.33M
3
+$1.8M
4
MDLZ icon
Mondelez International
MDLZ
+$1.73M
5
AMZN icon
Amazon
AMZN
+$1.6M

Sector Composition

1 Technology 19.74%
2 Healthcare 10.66%
3 Consumer Discretionary 6.96%
4 Financials 6.73%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$331K 0.07%
1,955
202
$329K 0.07%
4,309
203
$325K 0.07%
3,196
+1
204
$324K 0.07%
681
+4
205
$324K 0.07%
1,538
206
$317K 0.07%
2,245
-30
207
$313K 0.06%
4,957
-20
208
$312K 0.06%
2,738
+70
209
$308K 0.06%
3,432
+2
210
$304K 0.06%
7,707
211
$303K 0.06%
6,566
+161
212
$303K 0.06%
12,452
-159,812
213
$302K 0.06%
2,875
214
$298K 0.06%
5,390
215
$296K 0.06%
1,692
+210
216
$294K 0.06%
3,442
217
$291K 0.06%
1,137
218
$288K 0.06%
2,149
219
$285K 0.06%
6,816
-417
220
$283K 0.06%
5,737
221
$281K 0.06%
1,001
-10
222
$275K 0.06%
575
223
$275K 0.06%
2,105
224
$273K 0.06%
3,895
225
$272K 0.06%
18,370
7 8
9
10 11