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
26
$2.97M 0.93%
28,495
+508
27
$2.88M 0.9%
25,200
-365
28
$2.85M 0.9%
58,372
+6,572
29
$2.8M 0.88%
52,443
+1,064
30
$2.75M 0.86%
19,141
-1,550
31
$2.74M 0.86%
20,705
+411
32
$2.69M 0.84%
83,620
+2,992
33
$2.65M 0.83%
31,108
+464
34
$2.61M 0.82%
72,071
+3,361
35
$2.39M 0.75%
57,609
+11,845
36
$2.35M 0.74%
34,049
-13
37
$2.34M 0.73%
41,617
+1,256
38
$2.22M 0.7%
26,426
+1,669
39
$2.16M 0.68%
34,498
+847
40
$2.11M 0.66%
17,361
-157
41
$2.1M 0.66%
23,549
+689
42
$2.07M 0.65%
11,292
+754
43
$1.95M 0.61%
8
+4
44
$1.88M 0.59%
34,070
+40
45
$1.86M 0.58%
13,829
+428
46
$1.85M 0.58%
22,426
+582
47
$1.72M 0.54%
22,386
+16,740
48
$1.65M 0.52%
13,480
49
$1.56M 0.49%
67,602
+5,286
50
$1.51M 0.47%
19,376
1
2
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