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
426
$35K 0.01%
+475
427
$34K 0.01%
51
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428
$34K 0.01%
1,072
429
$34K 0.01%
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430
$34K 0.01%
+384
431
$33K 0.01%
+978
432
$33K 0.01%
541
-561
433
$33K 0.01%
2,940
-500
434
$32K 0.01%
305
+37
435
$32K 0.01%
311
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436
$32K 0.01%
+883
437
$31K ﹤0.01%
400
438
$31K ﹤0.01%
2,139
439
$31K ﹤0.01%
+700
440
$30K ﹤0.01%
+328
441
$29K ﹤0.01%
713
+16
442
$29K ﹤0.01%
456
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443
$29K ﹤0.01%
674
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444
$29K ﹤0.01%
249
445
$29K ﹤0.01%
+309
446
$28K ﹤0.01%
395
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447
$28K ﹤0.01%
+940
448
$28K ﹤0.01%
+162
449
$28K ﹤0.01%
2,000
450
$27K ﹤0.01%
+4,095
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