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 13.39%
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
26
$2.38M 1.05%
51,440
+15,704
27
$2.17M 0.95%
+27,888
28
$2.09M 0.92%
15,809
+78
29
$2.03M 0.89%
34,225
+6
30
$1.91M 0.84%
16,197
+272
31
$1.9M 0.84%
55,147
+7,374
32
$1.85M 0.81%
14,026
+4,587
33
$1.82M 0.8%
9,583
+367
34
$1.77M 0.78%
5,783
+2,305
35
$1.74M 0.76%
66,867
+9,987
36
$1.51M 0.66%
35,113
+3,303
37
$1.51M 0.66%
58,680
+1,141
38
$1.5M 0.66%
21,573
+6,880
39
$1.48M 0.65%
40,200
+27,781
40
$1.48M 0.65%
13,099
41
$1.4M 0.62%
16,427
+30
42
$1.32M 0.58%
19,825
43
$1.28M 0.56%
23,610
+2,352
44
$1.27M 0.56%
25,175
+11,290
45
$1.2M 0.53%
9,029
+165
46
$1.14M 0.5%
34,905
+5,770
47
$1.14M 0.5%
25,274
48
$1.04M 0.46%
11,266
+6,786
49
$1.02M 0.45%
49,707
+13,590
50
$987K 0.43%
16,327
+2,043
1
2
3 4 5