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
401
$2K ﹤0.01%
25
402
$1K ﹤0.01%
117
+54
403
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+48
404
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25
+14
405
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+12
406
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19
-7
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48
+27
408
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+50
409
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36
-2,603
410
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40
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12
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415
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416
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10
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45
420
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18
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422
$1K ﹤0.01%
+16
423
$1K ﹤0.01%
5
-137
424
$1K ﹤0.01%
+93
425
$1K ﹤0.01%
+23
15 16
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18 19