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
201
$274K 0.04%
+2,149
202
$267K 0.04%
2,944
+1,217
203
$265K 0.04%
+14,155
204
$260K 0.04%
+3,895
205
$258K 0.04%
3,098
-230
206
$256K 0.04%
1,950
-319
207
$252K 0.04%
+1,605
208
$251K 0.04%
597
209
$247K 0.04%
2,166
-161
210
$240K 0.04%
4,875
+4,790
211
$240K 0.04%
765
212
$239K 0.04%
1,660
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213
$237K 0.04%
6,278
+1,229
214
$237K 0.04%
2,564
215
$236K 0.04%
+2,739
216
$229K 0.04%
3,390
+750
217
$228K 0.04%
5,127
+37
218
$226K 0.04%
+4,538
219
$225K 0.03%
9,000
220
$224K 0.03%
1,170
-79
221
$222K 0.03%
987
-22
222
$221K 0.03%
+1,016
223
$219K 0.03%
620
224
$217K 0.03%
1,192
-281
225
$215K 0.03%
14,776
+6,976
7 8
9
10 11