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
$191M
AUM Growth
+$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$834K
3
+$798K
4
NEE icon
NextEra Energy
NEE
+$768K
5
AAPL icon
Apple
AAPL
+$676K

Top Sells

1
+$768K
2
+$533K
3
+$473K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$420K
5
ADI icon
Analog Devices
ADI
+$334K

Sector Composition

1 Industrials 14.18%
2 Technology 13.81%
3 Healthcare 12.95%
4 Consumer Staples 10.47%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$65K 0.03%
+2,915
227
$64K 0.03%
+1,180
228
$63K 0.03%
+1,880
229
$63K 0.03%
1,042
+130
230
$62K 0.03%
37
231
$62K 0.03%
443
232
$62K 0.03%
+1,593
233
$61K 0.03%
600
234
$61K 0.03%
+1,905
235
$60K 0.03%
2,275
236
$59K 0.03%
1,025
-64
237
$59K 0.03%
808
-398
238
$59K 0.03%
2,000
239
$58K 0.03%
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240
$58K 0.03%
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241
$58K 0.03%
1,600
242
$57K 0.03%
+4,757
243
$56K 0.03%
+1,100
244
$55K 0.03%
900
245
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+3,400
246
$54K 0.03%
+2,480
247
$54K 0.03%
5,456
248
$53K 0.03%
1,500
249
$53K 0.03%
+2,490
250
$52K 0.03%
1,531
8 9
10
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