RWA

Ropes Wealth Advisors Portfolio holdings

AUM $515M
1-Year Est. Return 21.76%
This Fund
S&P 500
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 +$1.72M
2 +$1.1M
3 +$1M
4
GLD icon
SPDR Gold Trust
GLD
+$841K
5
SLV icon
iShares Silver Trust
SLV
+$834K

Top Sells

1 +$16.2M
2 +$1.49M
3 +$1.42M
4
AAPL icon
Apple
AAPL
+$982K
5
XOM icon
Exxon Mobil
XOM
+$722K

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
676
$0 ﹤0.01%
1
677
$0 ﹤0.01%
3
678
-5,317
679
$0 ﹤0.01%
2
680
$0 ﹤0.01%
9
681
-23