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
451
$27K ﹤0.01%
563
+63
452
$27K ﹤0.01%
226
+26
453
$27K ﹤0.01%
347
+5
454
$26K ﹤0.01%
+261
455
$26K ﹤0.01%
359
+23
456
$26K ﹤0.01%
858
+157
457
$26K ﹤0.01%
+841
458
$26K ﹤0.01%
517
+7
459
$26K ﹤0.01%
302
+2
460
$25K ﹤0.01%
122
461
$25K ﹤0.01%
+450
462
$25K ﹤0.01%
298
+40
463
$25K ﹤0.01%
600
464
$24K ﹤0.01%
366
+84
465
$24K ﹤0.01%
340
466
$23K ﹤0.01%
262
+87
467
$23K ﹤0.01%
107
-514
468
$23K ﹤0.01%
428
469
$23K ﹤0.01%
175
470
$23K ﹤0.01%
513
+415
471
$22K ﹤0.01%
+242
472
$22K ﹤0.01%
344
-336
473
$22K ﹤0.01%
256
+6
474
$21K ﹤0.01%
+871
475
$21K ﹤0.01%
+659
17 18
19
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