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
$319M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.28M
3
+$977K
4
XOM icon
Exxon Mobil
XOM
+$838K
5
KO icon
Coca-Cola
KO
+$491K

Top Sells

1
+$878K
2
+$540K
3
+$356K
4
PGR icon
Progressive
PGR
+$247K
5
YUM icon
Yum! Brands
YUM
+$246K

Sector Composition

1 Industrials 13.57%
2 Technology 13.4%
3 Healthcare 12.04%
4 Financials 11.21%
5 Consumer Staples 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$37K 0.01%
591
-14,023
352
$35K 0.01%
123
+75
353
$35K 0.01%
300
354
$34K 0.01%
+500
355
$34K 0.01%
250
+130
356
$34K 0.01%
215
-45
357
$34K 0.01%
+275
358
$33K 0.01%
840
359
$32K 0.01%
375
-275
360
$32K 0.01%
1,106
361
$32K 0.01%
+550
362
$31K 0.01%
+400
363
$31K 0.01%
+1,000
364
$31K 0.01%
+613
365
$31K 0.01%
253
+50
366
$30K 0.01%
808
-25
367
$30K 0.01%
535
+525
368
$29K 0.01%
400
369
$29K 0.01%
+1,200
370
$28K 0.01%
611
371
$28K 0.01%
300
372
$28K 0.01%
940
+90
373
$28K 0.01%
+675
374
$28K 0.01%
764
375
$28K 0.01%
650
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