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
501
$11K ﹤0.01%
+400
502
$11K ﹤0.01%
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503
$11K ﹤0.01%
+1,088
504
$11K ﹤0.01%
50
505
$11K ﹤0.01%
118
506
$11K ﹤0.01%
+500
507
$11K ﹤0.01%
+284
508
$11K ﹤0.01%
105
509
$11K ﹤0.01%
170
510
$11K ﹤0.01%
594
511
$11K ﹤0.01%
+1,956
512
$11K ﹤0.01%
+416
513
$10K ﹤0.01%
+79
514
$10K ﹤0.01%
110
515
$10K ﹤0.01%
+4,000
516
$10K ﹤0.01%
250
517
$10K ﹤0.01%
208
-49
518
$10K ﹤0.01%
58
519
$10K ﹤0.01%
264
520
$10K ﹤0.01%
172
521
$10K ﹤0.01%
1,014
522
$9K ﹤0.01%
400
523
$9K ﹤0.01%
+900
524
$9K ﹤0.01%
150
525
$9K ﹤0.01%
+230
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