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
376
$3K ﹤0.01%
110
377
$3K ﹤0.01%
18
+8
378
$2K ﹤0.01%
+50
379
$2K ﹤0.01%
435
+135
380
$2K ﹤0.01%
+113
381
$2K ﹤0.01%
27
+16
382
$2K ﹤0.01%
+100
383
$2K ﹤0.01%
+42
384
$2K ﹤0.01%
+50
385
$2K ﹤0.01%
25
+4
386
$2K ﹤0.01%
108
+72
387
$2K ﹤0.01%
+119
388
$2K ﹤0.01%
47
-2,218
389
$2K ﹤0.01%
15
390
$2K ﹤0.01%
+11
391
$2K ﹤0.01%
37
+20
392
$2K ﹤0.01%
+26
393
$2K ﹤0.01%
150
-14
394
$2K ﹤0.01%
40
+16
395
$2K ﹤0.01%
+24
396
$2K ﹤0.01%
94
+54
397
$2K ﹤0.01%
+73
398
$2K ﹤0.01%
+16
399
$2K ﹤0.01%
66
-23
400
$2K ﹤0.01%
45
-1,663
14 15
16
17 18