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
376
$36K 0.01%
1,600
377
$36K 0.01%
252
378
$36K 0.01%
497
379
$36K 0.01%
593
380
$35K 0.01%
781
-2,050
381
$34K 0.01%
244
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382
$34K 0.01%
663
383
$34K 0.01%
450
384
$34K 0.01%
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-282
385
$33K 0.01%
237
386
$33K 0.01%
300
387
$33K 0.01%
500
388
$31K 0.01%
678
-65
389
$31K 0.01%
500
390
$30K 0.01%
136
391
$29K 0.01%
900
392
$29K 0.01%
375
393
$28K 0.01%
300
394
$28K 0.01%
600
395
$28K 0.01%
464
396
$28K 0.01%
720
397
$27K 0.01%
258
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398
$26K 0.01%
630
399
$26K 0.01%
1,215
400
$25K 0.01%
400
14 15
16
17 18