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
726
$1K ﹤0.01%
+16
727
$1K ﹤0.01%
+7
728
$1K ﹤0.01%
+29
729
$1K ﹤0.01%
+18
730
$1K ﹤0.01%
+13
731
$1K ﹤0.01%
+8
732
$1K ﹤0.01%
6
-1
733
$1K ﹤0.01%
+4
734
$1K ﹤0.01%
+7
735
$1K ﹤0.01%
+18
736
$1K ﹤0.01%
+14
737
$1K ﹤0.01%
+4
738
$1K ﹤0.01%
3
-39
739
$1K ﹤0.01%
+18
740
$1K ﹤0.01%
20
-2
741
$1K ﹤0.01%
28
-256
742
$1K ﹤0.01%
+2
743
$1K ﹤0.01%
+44
744
$1K ﹤0.01%
+12
745
$1K ﹤0.01%
+23
746
$1K ﹤0.01%
+14
747
$1K ﹤0.01%
+57
748
$1K ﹤0.01%
+9
749
$1K ﹤0.01%
+39
750
$1K ﹤0.01%
+12
28 29
30
31 32