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
351
$8K ﹤0.01%
83
+8
352
$8K ﹤0.01%
132
353
$7K ﹤0.01%
100
-415
354
$7K ﹤0.01%
515
355
$7K ﹤0.01%
130
-38
356
$7K ﹤0.01%
265
+37
357
$7K ﹤0.01%
121
358
$6K ﹤0.01%
400
359
$6K ﹤0.01%
200
360
$6K ﹤0.01%
150
361
$6K ﹤0.01%
300
362
$5K ﹤0.01%
+75
363
$5K ﹤0.01%
168
364
$5K ﹤0.01%
350
365
$4K ﹤0.01%
124
-181
366
$4K ﹤0.01%
110
367
$4K ﹤0.01%
215
-55
368
$4K ﹤0.01%
102
+57
369
$3K ﹤0.01%
+59
370
$3K ﹤0.01%
+51
371
$3K ﹤0.01%
42
-35
372
$3K ﹤0.01%
+27
373
$3K ﹤0.01%
+91
374
$3K ﹤0.01%
+50
375
$2K ﹤0.01%
+21
13 14
15
16 17