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
$191M
AUM Growth
+$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1 +$870K
2 +$834K
3 +$798K
4
NEE icon
NextEra Energy
NEE
+$768K
5
AAPL icon
Apple
AAPL
+$676K

Top Sells

1 +$768K
2 +$533K
3 +$473K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$420K
5
ADI icon
Analog Devices
ADI
+$334K

Sector Composition

1 Industrials 14.18%
2 Technology 13.81%
3 Healthcare 12.95%
4 Consumer Staples 10.47%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
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$0 ﹤0.01%
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$0 ﹤0.01%
4
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$0 ﹤0.01%
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437
$0 ﹤0.01%
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$0 ﹤0.01%
3
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-50
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-1,666