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
$226M
AUM Growth
-$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$737K
2
+$524K
3
+$424K
4
PLD icon
Prologis
PLD
+$366K
5
BA icon
Boeing
BA
+$342K

Top Sells

1
+$1.62M
2
+$1.2M
3
+$862K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$686K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$591K

Sector Composition

1 Industrials 14.65%
2 Technology 13.92%
3 Healthcare 12.93%
4 Consumer Staples 11.44%
5 Energy 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43K 0.02%
1,631
+31
227
$42K 0.02%
3,190
228
$42K 0.02%
1,531
229
$42K 0.02%
1,076
230
$42K 0.02%
1,350
231
$41K 0.02%
3,015
+2,388
232
$41K 0.02%
855
233
$40K 0.02%
+408
234
$40K 0.02%
953
+927
235
$39K 0.02%
582
+57
236
$38K 0.02%
8,945
237
$38K 0.02%
540
238
$38K 0.02%
873
239
$37K 0.02%
600
240
$37K 0.02%
1,966
241
$36K 0.02%
778
-1,038
242
$36K 0.02%
505
-27
243
$35K 0.02%
602
244
$35K 0.02%
854
+38
245
$34K 0.02%
37
246
$34K 0.02%
358
-547
247
$33K 0.01%
649
+109
248
$33K 0.01%
840
249
$32K 0.01%
947
-20,302
250
$32K 0.01%
1,032
+907
8 9
10
11 12