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
326
$11K ﹤0.01%
250
-1,405
327
$11K ﹤0.01%
87
-1,004
328
$11K ﹤0.01%
337
329
$10K ﹤0.01%
185
+85
330
$10K ﹤0.01%
750
331
$10K ﹤0.01%
275
332
$10K ﹤0.01%
287
+225
333
$9K ﹤0.01%
+600
334
$9K ﹤0.01%
130
335
$9K ﹤0.01%
120
-13
336
$9K ﹤0.01%
153
+109
337
$9K ﹤0.01%
280
-710
338
$8K ﹤0.01%
305
339
$8K ﹤0.01%
121
340
$8K ﹤0.01%
400
341
$8K ﹤0.01%
344
-874
342
$7K ﹤0.01%
130
343
$7K ﹤0.01%
+200
344
$7K ﹤0.01%
75
-56
345
$7K ﹤0.01%
228
-23
346
$7K ﹤0.01%
159
+8
347
$6K ﹤0.01%
5
+3
348
$6K ﹤0.01%
+55
349
$6K ﹤0.01%
67
+56
350
$6K ﹤0.01%
+160
12 13
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