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
501
$17K ﹤0.01%
+10
502
$17K ﹤0.01%
600
503
$17K ﹤0.01%
+500
504
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+50
505
$16K ﹤0.01%
110
506
$16K ﹤0.01%
218
+10
507
$15K ﹤0.01%
900
508
$15K ﹤0.01%
1,014
509
$14K ﹤0.01%
29
+15
510
$14K ﹤0.01%
+64
511
$14K ﹤0.01%
195
+139
512
$14K ﹤0.01%
50
513
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59
+1
514
$13K ﹤0.01%
400
515
$13K ﹤0.01%
607
-293
516
$13K ﹤0.01%
400
-420
517
$13K ﹤0.01%
324
518
$13K ﹤0.01%
424
+24
519
$13K ﹤0.01%
406
+33
520
$12K ﹤0.01%
51
521
$12K ﹤0.01%
117
522
$12K ﹤0.01%
349
-491
523
$12K ﹤0.01%
175
524
$12K ﹤0.01%
150
525
$12K ﹤0.01%
500
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