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
601
$3K ﹤0.01%
16
-176
602
$3K ﹤0.01%
+89
603
$3K ﹤0.01%
32
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604
$3K ﹤0.01%
+76
605
$3K ﹤0.01%
+25
606
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+60
607
$3K ﹤0.01%
+69
608
$3K ﹤0.01%
+5
609
$3K ﹤0.01%
100
610
$3K ﹤0.01%
+10
611
$3K ﹤0.01%
+28
612
$3K ﹤0.01%
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613
$3K ﹤0.01%
+63
614
$3K ﹤0.01%
+9
615
$3K ﹤0.01%
1,000
616
$3K ﹤0.01%
840
617
$3K ﹤0.01%
+66
618
$3K ﹤0.01%
+20
619
$3K ﹤0.01%
4,182
-1,715
620
$3K ﹤0.01%
40
-656
621
$3K ﹤0.01%
+25
622
$3K ﹤0.01%
+12
623
$3K ﹤0.01%
+30
624
$2K ﹤0.01%
+31
625
$2K ﹤0.01%
+40
23 24
25
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