RWA
Ropes Wealth Advisors Portfolio holdings
AUM
$515M
1-Year Return
21.76%
This Quarter Return
+0.08%
1 Year Return
+21.76%
3 Year Return
+71.02%
5 Year Return
+189.07%
10 Year Return
–
AUM
$193M
AUM Growth
–
Cap. Flow
+$193M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.98%
Holding
330
New
330
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$18.3M |
| 2 |
Exxon Mobil
XOM
|
$13M |
| 3 |
GE Aerospace
GE
|
$7.15M |
| 4 |
IBM
IBM
|
$6.57M |
| 5 |
Canadian National Railway
CNI
|
$5.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 14.92% |
| 2 | Healthcare | 12.49% |
| 3 | Technology | 12.35% |
| 4 | Energy | 11.67% |
| 5 | Consumer Staples | 9.99% |
