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
$226M
AUM Growth
-$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1 +$737K
2 +$524K
3 +$424K
4
PLD icon
Prologis
PLD
+$366K
5
BA icon
Boeing
BA
+$342K

Top Sells

1 +$1.62M
2 +$1.2M
3 +$862K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$686K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$591K

Sector Composition

1 Industrials 14.65%
2 Technology 13.92%
3 Healthcare 12.93%
4 Consumer Staples 11.44%
5 Energy 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-480
552
$0 ﹤0.01%
5
-16
553
-70
554
-1,349
555
-3
556
-46
557
-69
558
$0 ﹤0.01%
+4
559
-16
560
-19
561
$0 ﹤0.01%
4