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
426
$14K ﹤0.01%
120
427
$14K ﹤0.01%
443
428
$14K ﹤0.01%
409
429
$14K ﹤0.01%
978
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$13K ﹤0.01%
9
431
$13K ﹤0.01%
337
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$12K ﹤0.01%
115
433
$12K ﹤0.01%
+170
434
$12K ﹤0.01%
200
435
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+562
436
$12K ﹤0.01%
270
437
$12K ﹤0.01%
+150
438
$11K ﹤0.01%
750
439
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+350
440
$11K ﹤0.01%
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+280
441
$11K ﹤0.01%
368
442
$11K ﹤0.01%
162
443
$11K ﹤0.01%
305
444
$11K ﹤0.01%
216
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$10K ﹤0.01%
130
446
$10K ﹤0.01%
270
447
$10K ﹤0.01%
250
-335
448
$10K ﹤0.01%
302
449
$9K ﹤0.01%
120
450
$9K ﹤0.01%
75