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 16.51%
2 Healthcare 12.01%
3 Industrials 11.85%
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%
95
527
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140
528
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27
529
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83
530
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81
531
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11
532
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100
533
$3K ﹤0.01%
188
534
$2K ﹤0.01%
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535
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302
536
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30
537
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57
-125
538
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540
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541
$2K ﹤0.01%
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542
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543
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544
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545
$2K ﹤0.01%
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546
$2K ﹤0.01%
31
547
$2K ﹤0.01%
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548
$2K ﹤0.01%
112
-250
549
$2K ﹤0.01%
446
550
$1K ﹤0.01%
+41
20 21
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