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
101
$935K 0.15%
2,633
+61
102
$928K 0.14%
3,554
-14
103
$928K 0.14%
3,522
+1,009
104
$910K 0.14%
12,799
-427
105
$903K 0.14%
13,301
-130
106
$901K 0.14%
36,668
107
$890K 0.14%
11,706
+10,518
108
$859K 0.13%
4,037
+38
109
$847K 0.13%
3,730
-639
110
$840K 0.13%
4,443
-635
111
$817K 0.13%
4,582
-100
112
$815K 0.13%
11,931
+2,578
113
$813K 0.13%
4,130
-13
114
$807K 0.13%
8,660
-3,115
115
$806K 0.13%
9,684
-5,495
116
$800K 0.12%
10,772
+7,939
117
$799K 0.12%
16,980
-1,869
118
$792K 0.12%
1,464
-56
119
$766K 0.12%
12,331
-452
120
$757K 0.12%
4,486
-217
121
$742K 0.12%
5,243
+2,597
122
$736K 0.11%
3,003
-27
123
$733K 0.11%
24,675
124
$730K 0.11%
37,944
125
$729K 0.11%
5,194
-1,111
3 4
5
6 7