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
151
$217K 0.1%
+500
152
$217K 0.1%
3,093
153
$217K 0.1%
694
+262
154
$212K 0.09%
915
+336
155
$200K 0.09%
2,288
+519
156
$199K 0.09%
3,784
157
$193K 0.08%
2,357
158
$181K 0.08%
2,560
+741
159
$180K 0.08%
1,500
160
$175K 0.08%
1,464
+59
161
$170K 0.07%
19,233
162
$169K 0.07%
6,292
163
$164K 0.07%
3,387
164
$164K 0.07%
1,660
165
$164K 0.07%
4,192
+3,392
166
$160K 0.07%
4,192
+3,392
167
$160K 0.07%
3,175
-3,200
168
$159K 0.07%
5,016
169
$159K 0.07%
5,470
170
$156K 0.07%
2,906
171
$155K 0.07%
8,603
172
$146K 0.06%
5,629
-16
173
$145K 0.06%
1,315
174
$144K 0.06%
2,600
175
$141K 0.06%
3,848
5 6
7
8 9