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
$227M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.76M
3
+$1.16M
4
KMB icon
Kimberly-Clark
KMB
+$1.03M
5
BEN icon
Franklin Resources
BEN
+$1.02M

Top Sells

1
+$222K
2
+$220K
3
+$217K
4
AVB icon
AvalonBay Communities
AVB
+$201K
5
NEE icon
NextEra Energy
NEE
+$190K

Sector Composition

1 Industrials 13.96%
2 Technology 13.38%
3 Healthcare 13.15%
4 Consumer Staples 10.95%
5 Energy 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$66K 0.03%
4,432
227
$62K 0.03%
2,275
228
$61K 0.03%
1,903
+1,555
229
$61K 0.03%
808
230
$60K 0.03%
+2,895
231
$60K 0.03%
2,000
232
$59K 0.03%
+1,772
233
$58K 0.03%
+655
234
$57K 0.03%
900
235
$57K 0.03%
1,708
+1,606
236
$56K 0.02%
1,685
+210
237
$56K 0.02%
5,456
238
$54K 0.02%
1,531
239
$53K 0.02%
1,600
240
$53K 0.02%
443
241
$52K 0.02%
+587
242
$52K 0.02%
37
243
$51K 0.02%
+1,512
244
$51K 0.02%
1,042
245
$50K 0.02%
900
246
$50K 0.02%
+480
247
$49K 0.02%
+1,076
248
$47K 0.02%
+1,791
249
$47K 0.02%
1,095
-2,235
250
$46K 0.02%
2,842
8 9
10
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