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
276
$22K 0.01%
314
+6
277
$21K 0.01%
459
-1,056
278
$21K 0.01%
391
+194
279
$20K 0.01%
203
280
$19K 0.01%
200
281
$19K 0.01%
1,207
282
$19K 0.01%
357
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283
$19K 0.01%
620
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284
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568
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285
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286
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168
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287
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288
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289
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$19K 0.01%
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291
$19K 0.01%
263
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292
$18K 0.01%
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293
$18K 0.01%
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295
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296
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581
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297
$17K 0.01%
341
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298
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200
299
$17K 0.01%
+164
300
$16K 0.01%
190
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