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
451
$9K ﹤0.01%
+466
452
$9K ﹤0.01%
+500
453
$9K ﹤0.01%
196
+35
454
$8K ﹤0.01%
+310
455
$7K ﹤0.01%
100
456
$7K ﹤0.01%
+210
457
$7K ﹤0.01%
+315
458
$7K ﹤0.01%
200
459
$6K ﹤0.01%
50
460
$6K ﹤0.01%
282
461
$6K ﹤0.01%
220
462
$6K ﹤0.01%
110
463
$6K ﹤0.01%
170
-250
464
$5K ﹤0.01%
239
465
$5K ﹤0.01%
168
466
$5K ﹤0.01%
300
-1,340
467
$5K ﹤0.01%
128
468
$4K ﹤0.01%
100
469
$4K ﹤0.01%
252
470
$4K ﹤0.01%
252
471
$3K ﹤0.01%
140
472
$3K ﹤0.01%
46
473
$3K ﹤0.01%
164
474
$3K ﹤0.01%
42
-365
475
$2K ﹤0.01%
44
-125