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
426
$22K ﹤0.01%
389
427
$22K ﹤0.01%
2,000
428
$21K ﹤0.01%
300
429
$21K ﹤0.01%
340
430
$21K ﹤0.01%
+2,500
431
$21K ﹤0.01%
2,081
+1,960
432
$21K ﹤0.01%
510
433
$21K ﹤0.01%
+348
434
$20K ﹤0.01%
+256
435
$20K ﹤0.01%
400
436
$20K ﹤0.01%
+1,500
437
$20K ﹤0.01%
3,001
+2,000
438
$20K ﹤0.01%
+159
439
$20K ﹤0.01%
3,440
+500
440
$20K ﹤0.01%
697
-14
441
$20K ﹤0.01%
+152
442
$19K ﹤0.01%
139
+14
443
$19K ﹤0.01%
+145
444
$19K ﹤0.01%
300
445
$19K ﹤0.01%
1,228
-595
446
$19K ﹤0.01%
487
447
$18K ﹤0.01%
701
-2,524
448
$18K ﹤0.01%
428
449
$18K ﹤0.01%
500
450
$18K ﹤0.01%
+146
16 17
18
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