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
76
$513K 0.23%
2,636
77
$510K 0.22%
+12,055
78
$491K 0.22%
5,505
79
$487K 0.21%
6,290
80
$471K 0.21%
49,710
81
$468K 0.21%
+9,160
82
$461K 0.2%
5,452
83
$455K 0.2%
4,651
+18
84
$453K 0.2%
5,957
+923
85
$449K 0.2%
27,470
+9
86
$447K 0.2%
15,840
+6,692
87
$444K 0.2%
11,418
+1,768
88
$444K 0.2%
24,283
+7,196
89
$442K 0.19%
5,023
+23
90
$436K 0.19%
6,539
91
$432K 0.19%
2,312
92
$431K 0.19%
9,408
93
$416K 0.18%
11,379
+88
94
$413K 0.18%
6,074
+1,034
95
$404K 0.18%
9,877
96
$403K 0.18%
7,316
97
$403K 0.18%
4,048
+1,483
98
$396K 0.17%
2
99
$390K 0.17%
4,985
+1,024
100
$385K 0.17%
6,118
2 3
4
5 6