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 13.61%
2 Technology 13.37%
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
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$0 ﹤0.01%
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515
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$0 ﹤0.01%
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519
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520
$0 ﹤0.01%
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