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
176
$381K 0.06%
7,600
177
$377K 0.06%
2,679
+983
178
$362K 0.06%
1,326
-3
179
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180
$352K 0.05%
4,651
-10,744
181
$346K 0.05%
710
+30
182
$345K 0.05%
16,807
183
$334K 0.05%
+5,904
184
$330K 0.05%
25,280
+9,240
185
$329K 0.05%
707
+1
186
$328K 0.05%
2,839
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187
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3,607
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188
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2,664
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189
$313K 0.05%
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190
$312K 0.05%
7,599
+3,640
191
$304K 0.05%
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193
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194
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195
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2,252
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196
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4,297
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197
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4,894
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198
$277K 0.04%
965
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199
$275K 0.04%
7,142
200
$274K 0.04%
4,685
-42
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