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
$184M
AUM Growth
-$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$194K
2
+$185K
3
+$178K
4
KO icon
Coca-Cola
KO
+$120K
5
BEN icon
Franklin Resources
BEN
+$109K

Top Sells

1
+$611K
2
+$315K
3
+$311K
4
KMI icon
Kinder Morgan
KMI
+$234K
5
SLB icon
SLB Ltd
SLB
+$233K

Sector Composition

1 Industrials 14.35%
2 Technology 12.76%
3 Healthcare 12.53%
4 Energy 11.31%
5 Consumer Staples 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11K 0.01%
222
-222
252
$11K 0.01%
5
253
$11K 0.01%
265
254
$10K 0.01%
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$10K 0.01%
305
256
$10K 0.01%
275
257
$9K ﹤0.01%
130
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$9K ﹤0.01%
168
259
$9K ﹤0.01%
133
260
$9K ﹤0.01%
300
-50
261
$8K ﹤0.01%
400
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$8K ﹤0.01%
515
263
$8K ﹤0.01%
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264
$8K ﹤0.01%
132
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$8K ﹤0.01%
150
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$7K ﹤0.01%
75
267
$7K ﹤0.01%
121
268
$7K ﹤0.01%
350
269
$6K ﹤0.01%
200
270
$6K ﹤0.01%
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-110
271
$6K ﹤0.01%
168
272
$6K ﹤0.01%
228
273
$6K ﹤0.01%
270
274
$5K ﹤0.01%
110
275
$5K ﹤0.01%
77
9 10
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