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
476
$21K ﹤0.01%
487
477
$21K ﹤0.01%
134
+8
478
$21K ﹤0.01%
425
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479
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138
480
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500
481
$20K ﹤0.01%
225
-75
482
$20K ﹤0.01%
127
-12
483
$20K ﹤0.01%
93
+3
484
$19K ﹤0.01%
135
+25
485
$19K ﹤0.01%
4,000
486
$19K ﹤0.01%
1,491
+91
487
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215
488
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+600
489
$19K ﹤0.01%
346
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490
$19K ﹤0.01%
415
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492
$19K ﹤0.01%
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493
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494
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300
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495
$18K ﹤0.01%
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496
$18K ﹤0.01%
205
497
$18K ﹤0.01%
303
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498
$18K ﹤0.01%
+105
499
$17K ﹤0.01%
183
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500
$17K ﹤0.01%
42
+2
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20
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