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
$191M
AUM Growth
+$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$834K
3
+$798K
4
NEE icon
NextEra Energy
NEE
+$768K
5
AAPL icon
Apple
AAPL
+$676K

Top Sells

1
+$768K
2
+$533K
3
+$473K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$420K
5
ADI icon
Analog Devices
ADI
+$334K

Sector Composition

1 Industrials 14.18%
2 Technology 13.81%
3 Healthcare 12.95%
4 Consumer Staples 10.47%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$23K 0.01%
729
+643
302
$23K 0.01%
750
303
$23K 0.01%
231
304
$22K 0.01%
203
-813
305
$22K 0.01%
800
306
$22K 0.01%
+3,450
307
$22K 0.01%
853
+768
308
$21K 0.01%
611
309
$21K 0.01%
995
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310
$21K 0.01%
326
311
$21K 0.01%
470
+383
312
$21K 0.01%
+210
313
$20K 0.01%
750
-2,000
314
$20K 0.01%
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315
$19K 0.01%
119
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316
$18K 0.01%
300
317
$18K 0.01%
170
318
$17K 0.01%
376
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319
$16K 0.01%
370
320
$16K 0.01%
94
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$16K 0.01%
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322
$16K 0.01%
500
323
$16K 0.01%
350
-1,050
324
$16K 0.01%
200
325
$15K 0.01%
+1,460
11 12
13
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