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
351
$65K 0.01%
1,560
+1,135
352
$63K 0.01%
574
+12
353
$63K 0.01%
525
354
$62K 0.01%
870
355
$62K 0.01%
2,617
+33
356
$62K 0.01%
2,000
357
$62K 0.01%
440
358
$61K 0.01%
+1,018
359
$58K 0.01%
600
360
$58K 0.01%
1,273
+588
361
$58K 0.01%
+1,160
362
$58K 0.01%
+1,457
363
$58K 0.01%
811
+11
364
$57K 0.01%
1,431
-749
365
$57K 0.01%
180
366
$56K 0.01%
210
+101
367
$56K 0.01%
79
+56
368
$55K 0.01%
1,210
369
$54K 0.01%
+3,172
370
$54K 0.01%
1,500
371
$54K 0.01%
784
372
$54K 0.01%
2,200
-89
373
$54K 0.01%
260
374
$53K 0.01%
2,000
375
$53K 0.01%
+500
13 14
15
16 17