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
151
$520K 0.08%
14,880
-20
152
$511K 0.08%
5,407
-527
153
$508K 0.08%
9,155
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154
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155
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12,636
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156
$495K 0.08%
1,953
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157
$486K 0.08%
6,051
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158
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12,990
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159
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160
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1,300
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161
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162
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163
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3,780
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164
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165
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166
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168
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169
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170
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171
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172
$394K 0.06%
1,544
173
$393K 0.06%
6,642
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174
$388K 0.06%
7,482
175
$381K 0.06%
7,600
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