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
451
$18K ﹤0.01%
+364
452
$18K ﹤0.01%
258
453
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500
454
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455
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662
+356
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$18K ﹤0.01%
600
-74
457
$18K ﹤0.01%
299
+144
458
$17K ﹤0.01%
900
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$17K ﹤0.01%
23
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$17K ﹤0.01%
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461
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$17K ﹤0.01%
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463
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+414
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$17K ﹤0.01%
600
465
$17K ﹤0.01%
90
-8
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$17K ﹤0.01%
126
467
$16K ﹤0.01%
200
468
$16K ﹤0.01%
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469
$16K ﹤0.01%
282
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470
$16K ﹤0.01%
606
-69
471
$16K ﹤0.01%
215
472
$16K ﹤0.01%
175
-20
473
$16K ﹤0.01%
300
474
$16K ﹤0.01%
+141
475
$16K ﹤0.01%
415
-11
17 18
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20 21