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
276
$132K 0.02%
+13,590
277
$132K 0.02%
+2,439
278
$130K 0.02%
477
+2
279
$130K 0.02%
550
280
$129K 0.02%
58
-57
281
$128K 0.02%
2,350
+2,000
282
$128K 0.02%
6,310
+1,055
283
$127K 0.02%
2,249
-3,490
284
$126K 0.02%
+2,634
285
$125K 0.02%
2,495
+1,025
286
$125K 0.02%
2,273
-328
287
$125K 0.02%
+3,298
288
$124K 0.02%
4,845
289
$123K 0.02%
860
290
$122K 0.02%
927
291
$122K 0.02%
+1,025
292
$120K 0.02%
2,823
+33
293
$117K 0.02%
2,142
-150
294
$117K 0.02%
1,945
+471
295
$117K 0.02%
425
296
$117K 0.02%
+17,883
297
$116K 0.02%
18,835
298
$114K 0.02%
508
299
$112K 0.02%
1,640
+640
300
$112K 0.02%
2,343
-24
10 11
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