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
$191M
AUM Growth
+$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$870K
2
+$834K
3
+$798K
4
NEE icon
NextEra Energy
NEE
+$768K
5
AAPL icon
Apple
AAPL
+$676K

Top Sells

1
+$768K
2
+$533K
3
+$473K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$420K
5
ADI icon
Analog Devices
ADI
+$334K

Sector Composition

1 Industrials 14.18%
2 Technology 13.81%
3 Healthcare 12.95%
4 Consumer Staples 10.47%
5 Energy 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$96K 0.05%
+2,965
202
$96K 0.05%
+721
203
$94K 0.05%
4,052
+3,252
204
$93K 0.05%
+3,604
205
$93K 0.05%
5,400
+1,712
206
$92K 0.05%
1,400
207
$91K 0.05%
+2,350
208
$88K 0.05%
800
-2,731
209
$88K 0.05%
+3,000
210
$87K 0.05%
970
+349
211
$87K 0.05%
1,821
+186
212
$85K 0.04%
+1,665
213
$85K 0.04%
+5,452
214
$78K 0.04%
+2,942
215
$76K 0.04%
+2,050
216
$75K 0.04%
+900
217
$75K 0.04%
+1,550
218
$74K 0.04%
+4,392
219
$73K 0.04%
686
+180
220
$73K 0.04%
750
221
$72K 0.04%
+3,284
222
$72K 0.04%
+5,838
223
$69K 0.04%
+2,060
224
$67K 0.04%
+2,304
225
$66K 0.03%
+2,228
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