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 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2K ﹤0.01%
27
-115
652
$2K ﹤0.01%
+23
653
$2K ﹤0.01%
200
654
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+7
655
$2K ﹤0.01%
+10
656
$2K ﹤0.01%
11
-262
657
$2K ﹤0.01%
+38
658
$2K ﹤0.01%
+50
659
$2K ﹤0.01%
+90
660
$2K ﹤0.01%
+7
661
$2K ﹤0.01%
+42
662
$2K ﹤0.01%
+8
663
$2K ﹤0.01%
+29
664
$2K ﹤0.01%
+13
665
$2K ﹤0.01%
270
666
$2K ﹤0.01%
+49
667
$2K ﹤0.01%
+15
668
$2K ﹤0.01%
39
+34
669
$2K ﹤0.01%
+16
670
$2K ﹤0.01%
+95
671
$2K ﹤0.01%
+50
672
$2K ﹤0.01%
+20
673
$2K ﹤0.01%
+4
674
$1K ﹤0.01%
+15
675
$1K ﹤0.01%
+11
25 26
27
28 29