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 16.5%
2 Healthcare 12.01%
3 Industrials 11.86%
4 Financials 10.61%
5 Energy 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3K ﹤0.01%
83
527
$3K ﹤0.01%
81
528
$3K ﹤0.01%
11
529
$3K ﹤0.01%
100
530
$3K ﹤0.01%
188
531
$3K ﹤0.01%
27
532
$3K ﹤0.01%
52
533
$3K ﹤0.01%
12
534
$2K ﹤0.01%
446
535
$2K ﹤0.01%
15
536
$2K ﹤0.01%
302
537
$2K ﹤0.01%
30
538
$2K ﹤0.01%
57
-125
539
$2K ﹤0.01%
17
540
$2K ﹤0.01%
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541
$2K ﹤0.01%
41
542
$2K ﹤0.01%
15
543
$2K ﹤0.01%
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544
$2K ﹤0.01%
14
545
$2K ﹤0.01%
21
546
$2K ﹤0.01%
38
547
$2K ﹤0.01%
112
-250
548
$2K ﹤0.01%
31
549
$2K ﹤0.01%
115
550
$1K ﹤0.01%
65
20 21
22
23 24