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
$319M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.28M
3
+$977K
4
XOM icon
Exxon Mobil
XOM
+$838K
5
KO icon
Coca-Cola
KO
+$491K

Top Sells

1
+$878K
2
+$540K
3
+$356K
4
PGR icon
Progressive
PGR
+$247K
5
YUM icon
Yum! Brands
YUM
+$246K

Sector Composition

1 Industrials 13.57%
2 Technology 13.4%
3 Healthcare 12.04%
4 Financials 11.21%
5 Consumer Staples 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$201K 0.06%
2,321
+552
202
$198K 0.06%
2,854
+2,074
203
$195K 0.06%
5,188
+800
204
$195K 0.06%
2,600
205
$195K 0.06%
6,700
206
$193K 0.06%
2,906
207
$187K 0.06%
621
208
$187K 0.06%
5,708
-240
209
$185K 0.06%
13,725
210
$182K 0.06%
3,290
211
$182K 0.06%
2,870
-3,887
212
$181K 0.06%
4,088
-844
213
$179K 0.06%
1,736
+1,541
214
$173K 0.05%
4,382
+940
215
$172K 0.05%
8,603
216
$172K 0.05%
2,081
+1,510
217
$172K 0.05%
2,387
-2,960
218
$170K 0.05%
6,746
219
$169K 0.05%
3,520
220
$167K 0.05%
4,714
-6,981
221
$167K 0.05%
1,375
222
$165K 0.05%
1,405
-255
223
$162K 0.05%
1,260
224
$159K 0.05%
5,239
+485
225
$157K 0.05%
1,660
7 8
9
10 11