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
$227M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.76M
3
+$1.16M
4
KMB icon
Kimberly-Clark
KMB
+$1.03M
5
BEN icon
Franklin Resources
BEN
+$1.02M

Top Sells

1
+$222K
2
+$220K
3
+$217K
4
AVB icon
AvalonBay Communities
AVB
+$201K
5
NEE icon
NextEra Energy
NEE
+$190K

Sector Composition

1 Industrials 13.96%
2 Technology 13.38%
3 Healthcare 13.15%
4 Consumer Staples 10.95%
5 Energy 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$14K 0.01%
1,000
327
$14K 0.01%
+135
328
$13K 0.01%
430
329
$13K 0.01%
120
330
$13K 0.01%
210
331
$13K 0.01%
523
+42
332
$13K 0.01%
200
-200
333
$13K 0.01%
368
334
$13K 0.01%
+444
335
$12K 0.01%
500
-2,442
336
$11K ﹤0.01%
132
337
$11K ﹤0.01%
131
+48
338
$11K ﹤0.01%
337
339
$10K ﹤0.01%
500
340
$10K ﹤0.01%
275
341
$10K ﹤0.01%
197
342
$9K ﹤0.01%
750
343
$9K ﹤0.01%
130
344
$9K ﹤0.01%
133
+13
345
$9K ﹤0.01%
627
+112
346
$9K ﹤0.01%
305
347
$9K ﹤0.01%
254
-122
348
$9K ﹤0.01%
+270
349
$9K ﹤0.01%
+151
350
$8K ﹤0.01%
179
+47
12 13
14
15 16