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
376
$27K 0.01%
630
377
$27K 0.01%
1,151
378
$27K 0.01%
232
379
$26K 0.01%
+900
380
$26K 0.01%
1,700
381
$26K 0.01%
1,215
+700
382
$25K 0.01%
300
+250
383
$24K 0.01%
+190
384
$24K 0.01%
750
385
$24K 0.01%
+500
386
$24K 0.01%
+1,000
387
$23K 0.01%
+1,000
388
$23K 0.01%
592
389
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954
390
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294
391
$23K 0.01%
337
392
$22K 0.01%
370
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393
$22K 0.01%
300
394
$22K 0.01%
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395
$22K 0.01%
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397
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696
398
$22K 0.01%
210
399
$21K 0.01%
+2,700
400
$21K 0.01%
1,014