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
401
$2K ﹤0.01%
+39
402
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+60
403
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+37
404
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25
405
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+10
406
$1K ﹤0.01%
19
-40
407
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+63
408
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+36
409
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20
410
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10
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12
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+21
416
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+9
417
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+11
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+26
419
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+21
420
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+8
421
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+11
422
$1K ﹤0.01%
+32
423
$1K ﹤0.01%
+9
424
$1K ﹤0.01%
+3
425
$1K ﹤0.01%
20
-5
15 16
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18 19