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
$370M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$765K
2
+$638K
3
+$599K
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$415K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$386K

Top Sells

1
+$2.7M
2
+$1.1M
3
+$724K
4
WFC icon
Wells Fargo
WFC
+$643K
5
MON
Monsanto Co
MON
+$388K

Sector Composition

1 Technology 16.51%
2 Healthcare 12.01%
3 Industrials 11.85%
4 Financials 10.61%
5 Energy 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$194K 0.05%
+1,219
227
$190K 0.05%
4,667
228
$189K 0.05%
832
-20
229
$187K 0.05%
1,428
+775
230
$186K 0.05%
+1,103
231
$186K 0.05%
3,603
232
$186K 0.05%
5,001
-6
233
$186K 0.05%
+4,500
234
$185K 0.05%
+4,000
235
$185K 0.05%
4,700
+1,000
236
$182K 0.05%
3,920
237
$178K 0.05%
2,500
238
$172K 0.05%
1,660
239
$164K 0.04%
604
240
$164K 0.04%
4,036
241
$159K 0.04%
2,542
242
$156K 0.04%
1,906
+1,776
243
$154K 0.04%
2,375
244
$153K 0.04%
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245
$152K 0.04%
5,172
246
$150K 0.04%
2,156
247
$149K 0.04%
1,526
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248
$149K 0.04%
639
249
$147K 0.04%
8,603
250
$147K 0.04%
2,200
8 9
10
11 12