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
451
$14K ﹤0.01%
1,300
452
$13K ﹤0.01%
500
453
$13K ﹤0.01%
1,000
454
$13K ﹤0.01%
116
455
$13K ﹤0.01%
900
456
$13K ﹤0.01%
1,800
457
$13K ﹤0.01%
31
458
$13K ﹤0.01%
230
459
$12K ﹤0.01%
1,000
460
$12K ﹤0.01%
120
461
$12K ﹤0.01%
400
462
$12K ﹤0.01%
270
463
$12K ﹤0.01%
+320
464
$11K ﹤0.01%
66
465
$11K ﹤0.01%
+135
466
$11K ﹤0.01%
109
-100
467
$11K ﹤0.01%
313
468
$11K ﹤0.01%
+500
469
$11K ﹤0.01%
200
470
$10K ﹤0.01%
250
471
$10K ﹤0.01%
124
472
$10K ﹤0.01%
50
473
$10K ﹤0.01%
620
474
$10K ﹤0.01%
194
475
$10K ﹤0.01%
150
17 18
19
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