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
$516M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.1M
3
+$927K
4
GLD icon
SPDR Gold Trust
GLD
+$829K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$829K

Top Sells

1
+$16.4M
2
+$1.49M
3
+$1.43M
4
AAPL icon
Apple
AAPL
+$1.04M
5
APD icon
Air Products & Chemicals
APD
+$705K

Sector Composition

1 Healthcare 31.37%
2 Technology 16.73%
3 Consumer Discretionary 8%
4 Industrials 6.7%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$33K 0.01%
+160
377
$32K 0.01%
500
378
$32K 0.01%
480
379
$31K 0.01%
2,600
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380
$31K 0.01%
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381
$31K 0.01%
309
382
$31K 0.01%
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383
$31K 0.01%
306
384
$30K 0.01%
268
385
$30K 0.01%
+438
386
$29K 0.01%
+126
387
$29K 0.01%
+636
388
$29K 0.01%
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389
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390
$28K 0.01%
1,072
391
$28K 0.01%
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392
$28K 0.01%
+692
393
$27K 0.01%
1,364
394
$27K 0.01%
300
395
$26K 0.01%
78
396
$26K 0.01%
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336
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$26K 0.01%
4,301
399
$26K 0.01%
685
400
$26K 0.01%
+776
14 15
16
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