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
26
$4.48M 0.7%
72,285
+8,385
27
$4.31M 0.67%
71,646
+10,025
28
$4.3M 0.67%
18,527
+84
29
$4.28M 0.66%
39,928
-1,985
30
$4.22M 0.65%
84,703
-6,629
31
$4.08M 0.63%
14,942
-54
32
$4.05M 0.63%
36,993
-1,581
33
$3.99M 0.62%
11,598
+704
34
$3.92M 0.61%
78,121
+13,360
35
$3.78M 0.59%
7,567
-170
36
$3.6M 0.56%
19,888
-998
37
$3.4M 0.53%
38,585
+588
38
$3.38M 0.52%
9,048
+3,398
39
$3.35M 0.52%
74,753
-9,251
40
$3.25M 0.5%
13,484
+2,155
41
$3.25M 0.5%
11,883
-148
42
$3.24M 0.5%
47,316
-90
43
$3.14M 0.49%
7,285
-535
44
$3.1M 0.48%
35,420
-500
45
$2.9M 0.45%
53,903
+12,587
46
$2.78M 0.43%
47,369
+6,477
47
$2.72M 0.42%
11,550
+75
48
$2.7M 0.42%
41,792
-6,699
49
$2.67M 0.41%
48,616
-327
50
$2.6M 0.4%
19,275
+2,485
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