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
51
$2.57M 0.4%
21,221
+11,964
52
$2.48M 0.39%
35,921
+4,800
53
$2.44M 0.38%
7
54
$2.32M 0.36%
44,268
-7,592
55
$2.2M 0.34%
10,808
-700
56
$2.17M 0.34%
57,600
57
$2.16M 0.33%
44,892
-1,167
58
$2.08M 0.32%
35,407
-2,558
59
$2.08M 0.32%
24,639
-3,171
60
$2.02M 0.31%
93,177
-11,182
61
$2.01M 0.31%
5,632
+196
62
$1.97M 0.3%
10,093
+485
63
$1.91M 0.3%
11,917
+230
64
$1.89M 0.29%
7,733
+68
65
$1.88M 0.29%
9,016
-800
66
$1.81M 0.28%
21,145
-1,353
67
$1.8M 0.28%
10,175
-3,100
68
$1.79M 0.28%
26,189
+491
69
$1.74M 0.27%
9,570
+872
70
$1.71M 0.27%
36,170
+36,055
71
$1.69M 0.26%
10,280
-131
72
$1.65M 0.26%
7,154
-34
73
$1.65M 0.26%
6,115
-35
74
$1.64M 0.26%
16,493
-1,951
75
$1.63M 0.25%
12,504
+4,723
1 2
3
4 5