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
126
$298K 0.13%
8,455
+6,955
127
$296K 0.13%
3,513
-2,635
128
$296K 0.13%
4,100
129
$284K 0.12%
2,515
+2,100
130
$282K 0.12%
6,045
-1,600
131
$280K 0.12%
1,750
132
$274K 0.12%
5,478
+33
133
$273K 0.12%
10,246
+70
134
$272K 0.12%
4,000
135
$271K 0.12%
2,813
+648
136
$270K 0.12%
1,670
+490
137
$261K 0.11%
2,651
+17
138
$260K 0.11%
4,131
139
$257K 0.11%
10,042
140
$256K 0.11%
+5,169
141
$250K 0.11%
3,999
+2,974
142
$248K 0.11%
5,536
+49
143
$246K 0.11%
12,042
144
$246K 0.11%
2,400
+1,800
145
$242K 0.11%
+500
146
$240K 0.11%
2,301
+1,791
147
$237K 0.1%
3,079
+2,482
148
$226K 0.1%
6,336
149
$223K 0.1%
4,011
150
$221K 0.1%
13,114
+135
4 5
6
7 8