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
401
$43K 0.01%
+399
402
$43K 0.01%
554
+54
403
$42K 0.01%
78
404
$42K 0.01%
775
405
$42K 0.01%
+364
406
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+300
407
$41K 0.01%
1,274
-366
408
$41K 0.01%
1,000
409
$41K 0.01%
236
410
$41K 0.01%
1,285
411
$40K 0.01%
+634
412
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480
413
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254
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414
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391
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415
$39K 0.01%
4,301
416
$39K 0.01%
382
417
$38K 0.01%
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418
$38K 0.01%
423
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419
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300
420
$37K 0.01%
400
421
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422
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300
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423
$35K 0.01%
555
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424
$35K 0.01%
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425
$35K 0.01%
1,364
15 16
17
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