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
226
$270K 0.06%
2,973
227
$270K 0.06%
3,537
+125
228
$268K 0.06%
1,347
-190
229
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4,875
230
$258K 0.05%
1,483
-198
231
$257K 0.05%
1,605
232
$252K 0.05%
5,125
233
$251K 0.05%
3,048
+48
234
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3,274
+1
235
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4,350
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236
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237
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2,613
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238
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1,301
-11
239
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240
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+3,622
241
$228K 0.05%
1,559
-25
242
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585
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243
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244
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2,150
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245
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246
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538
247
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3,557
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248
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775
249
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3,970
-342
250
$220K 0.05%
2,066
-247
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10
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