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
426
$18K ﹤0.01%
130
427
$18K ﹤0.01%
415
428
$18K ﹤0.01%
500
429
$18K ﹤0.01%
+272
430
$17K ﹤0.01%
122
431
$17K ﹤0.01%
145
-8
432
$17K ﹤0.01%
1,100
433
$17K ﹤0.01%
306
434
$17K ﹤0.01%
350
435
$16K ﹤0.01%
205
436
$16K ﹤0.01%
500
437
$16K ﹤0.01%
200
438
$16K ﹤0.01%
250
439
$15K ﹤0.01%
120
440
$15K ﹤0.01%
298
441
$15K ﹤0.01%
1,050
442
$15K ﹤0.01%
690
443
$15K ﹤0.01%
400
444
$14K ﹤0.01%
400
-54
445
$14K ﹤0.01%
48
446
$14K ﹤0.01%
443
447
$14K ﹤0.01%
562
448
$14K ﹤0.01%
250
449
$14K ﹤0.01%
238
450
$14K ﹤0.01%
75
-25
16 17
18
19 20