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
$319M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.28M
3
+$977K
4
XOM icon
Exxon Mobil
XOM
+$838K
5
KO icon
Coca-Cola
KO
+$491K

Top Sells

1
+$878K
2
+$540K
3
+$356K
4
PGR icon
Progressive
PGR
+$247K
5
YUM icon
Yum! Brands
YUM
+$246K

Sector Composition

1 Industrials 13.57%
2 Technology 13.4%
3 Healthcare 12.04%
4 Financials 11.21%
5 Consumer Staples 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$77K 0.02%
+600
277
$76K 0.02%
3,881
+78
278
$75K 0.02%
12,400
+3,750
279
$75K 0.02%
1,571
+819
280
$74K 0.02%
2,400
-735
281
$72K 0.02%
300
+215
282
$72K 0.02%
836
+120
283
$71K 0.02%
600
284
$70K 0.02%
1,232
285
$68K 0.02%
8,945
286
$68K 0.02%
3,512
+670
287
$67K 0.02%
1,500
288
$67K 0.02%
723
+210
289
$66K 0.02%
+3,157
290
$66K 0.02%
9,233
291
$65K 0.02%
900
292
$64K 0.02%
+1,326
293
$63K 0.02%
+580
294
$63K 0.02%
+1,914
295
$61K 0.02%
1,900
+1,500
296
$61K 0.02%
486
-401
297
$59K 0.02%
+801
298
$57K 0.02%
873
299
$56K 0.02%
+5,750
300
$56K 0.02%
+2,729
10 11
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