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
$516M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.1M
3
+$927K
4
GLD icon
SPDR Gold Trust
GLD
+$829K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$829K

Top Sells

1
+$16.4M
2
+$1.49M
3
+$1.43M
4
AAPL icon
Apple
AAPL
+$1.04M
5
APD icon
Air Products & Chemicals
APD
+$705K

Sector Composition

1 Healthcare 31.37%
2 Technology 16.73%
3 Consumer Discretionary 8%
4 Industrials 6.7%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3K ﹤0.01%
+104
577
$3K ﹤0.01%
1,000
578
$3K ﹤0.01%
85
579
$2K ﹤0.01%
28
+10
580
$2K ﹤0.01%
+23
581
$2K ﹤0.01%
+30
582
$2K ﹤0.01%
100
583
$2K ﹤0.01%
+393
584
$2K ﹤0.01%
+170
585
$2K ﹤0.01%
123
586
$1K ﹤0.01%
7
587
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$1K ﹤0.01%
39
589
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+270
590
$1K ﹤0.01%
840
591
$1K ﹤0.01%
219
592
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597
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+30
598
$1K ﹤0.01%
22
-35
599
$1K ﹤0.01%
+3
600
$1K ﹤0.01%
200
22 23
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25 26