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
376
$4K ﹤0.01%
+70
377
$4K ﹤0.01%
124
378
$4K ﹤0.01%
+240
379
$3K ﹤0.01%
+2
380
$3K ﹤0.01%
+200
381
$3K ﹤0.01%
+165
382
$3K ﹤0.01%
+90
383
$3K ﹤0.01%
+70
384
$3K ﹤0.01%
150
-6,450
385
$3K ﹤0.01%
+66
386
$3K ﹤0.01%
+34
387
$3K ﹤0.01%
+65
388
$3K ﹤0.01%
89
-2
389
$3K ﹤0.01%
110
390
$2K ﹤0.01%
+300
391
$2K ﹤0.01%
23
-1,327
392
$2K ﹤0.01%
+47
393
$2K ﹤0.01%
44
+21
394
$2K ﹤0.01%
+69
395
$2K ﹤0.01%
+45
396
$2K ﹤0.01%
+21
397
$2K ﹤0.01%
+29
398
$2K ﹤0.01%
62
399
$2K ﹤0.01%
78
400
$2K ﹤0.01%
+17
14 15
16
17 18