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
326
$89K 0.01%
1,273
+1,033
327
$88K 0.01%
1,006
+6
328
$88K 0.01%
389
329
$87K 0.01%
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330
$87K 0.01%
400
+139
331
$83K 0.01%
1,449
-1,112
332
$82K 0.01%
1,000
333
$82K 0.01%
2,437
334
$78K 0.01%
1,843
+1,243
335
$77K 0.01%
21,000
336
$77K 0.01%
+2,550
337
$77K 0.01%
525
338
$77K 0.01%
253
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339
$76K 0.01%
539
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340
$75K 0.01%
750
341
$75K 0.01%
472
342
$75K 0.01%
709
343
$75K 0.01%
+2,000
344
$74K 0.01%
808
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345
$71K 0.01%
305
346
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1,021
-384
347
$70K 0.01%
1,500
348
$69K 0.01%
5,800
-89
349
$66K 0.01%
500
350
$65K 0.01%
2,652
-68
12 13
14
15 16