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
101
$383K 0.17%
+7,392
102
$380K 0.17%
1,748
-500
103
$375K 0.16%
+14,513
104
$375K 0.16%
5,550
-2,700
105
$366K 0.16%
13,914
106
$363K 0.16%
3,312
+412
107
$362K 0.16%
6,224
+15
108
$358K 0.16%
3,719
-901
109
$355K 0.16%
4,974
+395
110
$353K 0.16%
4,840
111
$352K 0.15%
6,027
112
$350K 0.15%
3,461
+43
113
$348K 0.15%
4,559
+5
114
$347K 0.15%
+5,112
115
$344K 0.15%
2,508
-1
116
$342K 0.15%
6,900
117
$340K 0.15%
5,832
118
$340K 0.15%
7,138
119
$338K 0.15%
7,115
+2,658
120
$336K 0.15%
5,833
121
$332K 0.15%
2,838
+18
122
$316K 0.14%
3,535
123
$310K 0.14%
9,460
124
$300K 0.13%
15,000
-1,500
125
$299K 0.13%
+4,830
3 4
5
6 7