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
$645M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$4.96M
3
+$2.65M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.49M
5
IBM icon
IBM
IBM
+$2.12M

Top Sells

1
+$2.01M
2
+$813K
3
+$547K
4
AAPL icon
Apple
AAPL
+$482K
5
AEP icon
American Electric Power
AEP
+$457K

Sector Composition

1 Healthcare 34.43%
2 Technology 15.03%
3 Consumer Discretionary 6.53%
4 Industrials 6.47%
5 Financials 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$155K 0.02%
1,370
+60
252
$155K 0.02%
2,521
-785
253
$154K 0.02%
1,600
254
$153K 0.02%
733
+8
255
$153K 0.02%
3,976
+6
256
$151K 0.02%
+2,877
257
$148K 0.02%
2,333
+12
258
$147K 0.02%
997
259
$147K 0.02%
2,720
260
$147K 0.02%
3,160
261
$146K 0.02%
1,686
+1,668
262
$144K 0.02%
+2,014
263
$143K 0.02%
2,950
-67
264
$141K 0.02%
9,294
-672
265
$141K 0.02%
744
+44
266
$139K 0.02%
3,180
+280
267
$138K 0.02%
+3,036
268
$137K 0.02%
1,721
269
$137K 0.02%
1,376
-90
270
$136K 0.02%
390
+28
271
$135K 0.02%
+2,248
272
$134K 0.02%
+3,665
273
$134K 0.02%
1,180
+640
274
$133K 0.02%
5,597
+112
275
$133K 0.02%
1,247
+512
9 10
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