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
76
$1.6M 0.25%
7,487
-513
77
$1.56M 0.24%
33,970
+10,000
78
$1.53M 0.24%
6,432
-113
79
$1.52M 0.24%
7,755
-330
80
$1.49M 0.23%
9,698
-2,109
81
$1.35M 0.21%
9,560
+154
82
$1.32M 0.2%
19,250
+2,463
83
$1.31M 0.2%
43,095
+5,145
84
$1.24M 0.19%
27,564
85
$1.21M 0.19%
5,535
+970
86
$1.15M 0.18%
3,052
+1
87
$1.15M 0.18%
20,808
88
$1.14M 0.18%
8,075
-808
89
$1.1M 0.17%
20,675
-3,136
90
$1.08M 0.17%
7,109
-21
91
$1.05M 0.16%
16,869
-2,012
92
$1.05M 0.16%
4,473
-168
93
$1.01M 0.16%
10,887
-1,265
94
$993K 0.15%
8,030
-1,000
95
$981K 0.15%
3,380
-153
96
$974K 0.15%
8,315
-1,541
97
$965K 0.15%
15,562
+112
98
$962K 0.15%
1,924
-220
99
$961K 0.15%
3,926
100
$945K 0.15%
17,650
-2,938
2 3
4
5 6