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
201
$96K 0.04%
890
202
$95K 0.04%
992
+22
203
$93K 0.04%
3,453
+3,402
204
$93K 0.04%
5,401
205
$93K 0.04%
+7,392
206
$91K 0.04%
1,821
207
$90K 0.04%
+1,970
208
$88K 0.04%
5,287
-113
209
$86K 0.04%
686
210
$85K 0.04%
800
211
$82K 0.04%
+815
212
$81K 0.04%
+1,130
213
$81K 0.04%
905
+761
214
$79K 0.03%
+1,892
215
$78K 0.03%
+6,607
216
$78K 0.03%
4,570
+4,270
217
$77K 0.03%
+1,841
218
$77K 0.03%
1,816
+1,446
219
$74K 0.03%
+1,645
220
$73K 0.03%
+2,639
221
$73K 0.03%
750
222
$72K 0.03%
+2,265
223
$72K 0.03%
+670
224
$71K 0.03%
+1,515
225
$71K 0.03%
1,471
+1,249
7 8
9
10 11