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
301
$16K 0.01%
205
-5
302
$16K 0.01%
208
+76
303
$16K 0.01%
750
304
$16K 0.01%
453
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305
$15K 0.01%
147
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306
$15K 0.01%
2,115
-2,688
307
$15K 0.01%
498
-1,274
308
$15K 0.01%
500
309
$15K 0.01%
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310
$15K 0.01%
350
311
$14K 0.01%
352
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312
$14K 0.01%
424
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313
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314
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315
$13K 0.01%
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316
$13K 0.01%
500
317
$13K 0.01%
85
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319
$13K 0.01%
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$12K 0.01%
409
321
$12K 0.01%
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322
$11K ﹤0.01%
+105
323
$11K ﹤0.01%
398
-1,505
324
$11K ﹤0.01%
178
+149
325
$11K ﹤0.01%
270
11 12
13
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