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 13.38%
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
176
$138K 0.06%
5,355
177
$137K 0.06%
2,375
178
$136K 0.06%
6,856
-3,294
179
$135K 0.06%
3,290
+660
180
$134K 0.06%
+3,260
181
$133K 0.06%
1,349
+195
182
$133K 0.06%
1,828
-2
183
$132K 0.06%
+1,740
184
$130K 0.06%
+2,067
185
$128K 0.06%
1,091
+988
186
$124K 0.05%
93
+91
187
$122K 0.05%
816
+515
188
$118K 0.05%
+13,389
189
$114K 0.05%
560
190
$111K 0.05%
3,480
+3,443
191
$109K 0.05%
+3,083
192
$105K 0.05%
1,188
193
$104K 0.05%
2,654
194
$103K 0.05%
1,413
+13
195
$102K 0.04%
1,400
196
$101K 0.04%
298
-419
197
$101K 0.04%
+1,874
198
$100K 0.04%
1,913
+1,662
199
$100K 0.04%
1,238
200
$99K 0.04%
1,537
+1,495
6 7
8
9 10