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
301
$1K ﹤0.01%
56
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304
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306
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309
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+55
312
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315
$0 ﹤0.01%
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10
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325
$0 ﹤0.01%
4
10 11 12
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