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
551
$8K ﹤0.01%
+39
552
$7K ﹤0.01%
200
553
$7K ﹤0.01%
239
554
$7K ﹤0.01%
156
-108
555
$7K ﹤0.01%
+61
556
$7K ﹤0.01%
+133
557
$6K ﹤0.01%
+86
558
$6K ﹤0.01%
+117
559
$6K ﹤0.01%
89
560
$6K ﹤0.01%
+33
561
$6K ﹤0.01%
300
562
$6K ﹤0.01%
+124
563
$6K ﹤0.01%
133
-1,217
564
$6K ﹤0.01%
28
565
$6K ﹤0.01%
+400
566
$5K ﹤0.01%
+24
567
$5K ﹤0.01%
+89
568
$5K ﹤0.01%
230
569
$5K ﹤0.01%
58
+3
570
$5K ﹤0.01%
79
571
$5K ﹤0.01%
515
-2,486
572
$5K ﹤0.01%
+12
573
$5K ﹤0.01%
100
+80
574
$5K ﹤0.01%
+105
575
$5K ﹤0.01%
+30
21 22
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