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
526
$12K ﹤0.01%
37
-46
527
$11K ﹤0.01%
50
+7
528
$11K ﹤0.01%
250
529
$11K ﹤0.01%
22
530
$11K ﹤0.01%
265
-397
531
$10K ﹤0.01%
+79
532
$10K ﹤0.01%
+140
533
$10K ﹤0.01%
1,450
534
$10K ﹤0.01%
124
+24
535
$10K ﹤0.01%
61
-82
536
$10K ﹤0.01%
28
-22
537
$10K ﹤0.01%
211
-153
538
$10K ﹤0.01%
+101
539
$10K ﹤0.01%
35
+1
540
$10K ﹤0.01%
95
541
$9K ﹤0.01%
+327
542
$9K ﹤0.01%
78
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543
$9K ﹤0.01%
103
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544
$9K ﹤0.01%
+1,000
545
$9K ﹤0.01%
122
-109
546
$9K ﹤0.01%
403
547
$9K ﹤0.01%
+82
548
$9K ﹤0.01%
61
+21
549
$9K ﹤0.01%
1,956
550
$8K ﹤0.01%
+163
20 21
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