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
$319M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$1.28M
3 +$977K
4
XOM icon
Exxon Mobil
XOM
+$838K
5
KO icon
Coca-Cola
KO
+$491K

Top Sells

1 +$878K
2 +$540K
3 +$356K
4
PGR icon
Progressive
PGR
+$247K
5
YUM icon
Yum! Brands
YUM
+$246K

Sector Composition

1 Industrials 13.57%
2 Technology 13.4%
3 Healthcare 12.04%
4 Financials 11.21%
5 Consumer Staples 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$479K 0.15%
8,021
127
$473K 0.15%
10,000
128
$471K 0.15%
13,455
129
$460K 0.14%
8,839
+2,529
130
$458K 0.14%
2,650
+150
131
$450K 0.14%
8,100
+600
132
$445K 0.14%
10,038
+3,600
133
$432K 0.14%
5,872
+813
134
$428K 0.13%
8,047
135
$419K 0.13%
9,170
+2,305
136
$418K 0.13%
14,578
137
$411K 0.13%
6,303
+375
138
$406K 0.13%
8,078
+1,372
139
$405K 0.13%
6,427
140
$404K 0.13%
10,200
141
$403K 0.13%
3,516
+565
142
$397K 0.12%
5,114
+140
143
$390K 0.12%
5,472
144
$388K 0.12%
5,619
+1,035
145
$388K 0.12%
5,947
+936
146
$386K 0.12%
8,701
+939
147
$384K 0.12%
7,222
+2,620
148
$377K 0.12%
+50,000
149
$374K 0.12%
5,255
+1,600
150
$372K 0.12%
5,700