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
251
$45K 0.02%
1,350
252
$44K 0.02%
455
253
$44K 0.02%
1,966
254
$44K 0.02%
+233
255
$43K 0.02%
3,190
256
$43K 0.02%
532
+12
257
$41K 0.02%
609
258
$40K 0.02%
873
259
$40K 0.02%
+1,204
260
$38K 0.02%
+1,022
261
$38K 0.02%
+855
262
$37K 0.02%
+1,720
263
$37K 0.02%
1,600
264
$36K 0.02%
142
265
$36K 0.02%
556
-10
266
$36K 0.02%
+1,200
267
$36K 0.02%
334
268
$34K 0.02%
840
269
$33K 0.01%
525
-62
270
$33K 0.01%
1,000
271
$33K 0.01%
765
+500
272
$33K 0.01%
+540
273
$33K 0.01%
+684
274
$31K 0.01%
+602
275
$31K 0.01%
1,114
9 10
11
12 13