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
476
$16K ﹤0.01%
+86
477
$16K ﹤0.01%
830
478
$16K ﹤0.01%
+600
479
$15K ﹤0.01%
+175
480
$15K ﹤0.01%
+203
481
$15K ﹤0.01%
+130
482
$15K ﹤0.01%
+138
483
$15K ﹤0.01%
425
484
$14K ﹤0.01%
+1,000
485
$14K ﹤0.01%
+1,500
486
$14K ﹤0.01%
231
+23
487
$14K ﹤0.01%
250
488
$14K ﹤0.01%
+260
489
$13K ﹤0.01%
1,400
-289
490
$13K ﹤0.01%
340
+40
491
$13K ﹤0.01%
+165
492
$13K ﹤0.01%
+300
493
$13K ﹤0.01%
+767
494
$13K ﹤0.01%
5,897
+1,744
495
$12K ﹤0.01%
130
-60
496
$12K ﹤0.01%
40
497
$12K ﹤0.01%
50
498
$12K ﹤0.01%
+1,000
499
$12K ﹤0.01%
+142
500
$12K ﹤0.01%
22
18 19
20
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