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
251
$32K 0.01%
1,204
252
$31K 0.01%
1,041
+51
253
$31K 0.01%
875
254
$31K 0.01%
375
-1,365
255
$31K 0.01%
765
256
$29K 0.01%
630
257
$29K 0.01%
533
258
$29K 0.01%
1,600
259
$28K 0.01%
1,000
260
$28K 0.01%
1,000
261
$27K 0.01%
1,166
-112
262
$27K 0.01%
765
+76
263
$26K 0.01%
525
264
$26K 0.01%
552
+82
265
$25K 0.01%
490
-1,480
266
$25K 0.01%
1,191
267
$24K 0.01%
611
268
$24K 0.01%
255
-400
269
$24K 0.01%
231
270
$24K 0.01%
190
-253
271
$23K 0.01%
330
+255
272
$23K 0.01%
1,114
273
$22K 0.01%
325
-23
274
$22K 0.01%
210
275
$22K 0.01%
177
+47
9 10
11
12 13