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
476
$9K ﹤0.01%
110
477
$9K ﹤0.01%
774
478
$9K ﹤0.01%
+300
479
$9K ﹤0.01%
200
480
$8K ﹤0.01%
750
481
$8K ﹤0.01%
79
482
$8K ﹤0.01%
474
483
$8K ﹤0.01%
132
484
$7K ﹤0.01%
100
485
$7K ﹤0.01%
96
486
$7K ﹤0.01%
85
-231
487
$7K ﹤0.01%
136
488
$7K ﹤0.01%
120
489
$7K ﹤0.01%
110
490
$7K ﹤0.01%
50
491
$7K ﹤0.01%
300
492
$7K ﹤0.01%
34
493
$6K ﹤0.01%
240
494
$6K ﹤0.01%
239
495
$6K ﹤0.01%
247
496
$6K ﹤0.01%
144
497
$5K ﹤0.01%
75
-75
498
$5K ﹤0.01%
500
499
$5K ﹤0.01%
65
+26
500
$5K ﹤0.01%
44
18 19
20
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