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
51
$967K 0.43%
28,620
+8,140
52
$955K 0.42%
12,558
+35
53
$909K 0.4%
32,605
+12,130
54
$884K 0.39%
5,447
+8
55
$880K 0.39%
14,614
+14,023
56
$862K 0.38%
29,491
57
$850K 0.37%
+21,860
58
$843K 0.37%
18,006
+14,006
59
$815K 0.36%
5,634
+19
60
$782K 0.34%
10,146
61
$770K 0.34%
42,948
62
$725K 0.32%
6,897
+723
63
$692K 0.3%
+18,240
64
$684K 0.3%
21,249
+5,200
65
$680K 0.3%
12,411
+128
66
$674K 0.3%
4,486
+1,914
67
$674K 0.3%
7,438
-1,162
68
$673K 0.3%
9,672
+2,021
69
$661K 0.29%
8,286
+7,964
70
$648K 0.29%
+16,755
71
$638K 0.28%
14,480
72
$637K 0.28%
13,328
+77
73
$574K 0.25%
14,000
74
$569K 0.25%
19,915
75
$538K 0.24%
5,184
-9
1 2
3
4 5