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
51
$2.22M 0.43%
11,508
-1,997
52
$2.15M 0.42%
46,059
-1,611
53
$2M 0.39%
27,810
-2,575
54
$1.97M 0.38%
13,275
+832
55
$1.94M 0.38%
11,687
-550
56
$1.93M 0.37%
9,816
-531
57
$1.89M 0.37%
5,650
-157
58
$1.88M 0.36%
31,121
59
$1.87M 0.36%
57,600
60
$1.86M 0.36%
18,444
-640
61
$1.84M 0.36%
5,436
+305
62
$1.83M 0.35%
7,188
+275
63
$1.74M 0.34%
7,665
+487
64
$1.74M 0.34%
22,498
-608
65
$1.64M 0.32%
11,475
+1,830
66
$1.49M 0.29%
10,411
-241
67
$1.48M 0.29%
9,608
+1,445
68
$1.43M 0.28%
25,698
+1,036
69
$1.4M 0.27%
6,545
-798
70
$1.37M 0.27%
11,807
-120
71
$1.36M 0.26%
6,150
72
$1.32M 0.26%
8,000
+115
73
$1.3M 0.25%
8,698
+165
74
$1.28M 0.25%
41,316
-1,082
75
$1.24M 0.24%
15,179
-615
1 2
3
4 5