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
$471M
AUM Growth
-$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$874K
2
+$855K
3
+$823K
4
AEP icon
American Electric Power
AEP
+$571K
5
VT icon
Vanguard Total World Stock ETF
VT
+$495K

Top Sells

1
+$13.1M
2
+$1.49M
3
+$832K
4
INTU icon
Intuit
INTU
+$782K
5
TJX icon
TJX Companies
TJX
+$669K

Sector Composition

1 Healthcare 27.28%
2 Technology 15.84%
3 Financials 9.26%
4 Industrials 8.76%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$26K 0.01%
190
402
$26K 0.01%
600
403
$26K 0.01%
600
404
$25K 0.01%
300
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405
$25K 0.01%
1,040
-1,660
406
$25K 0.01%
595
407
$25K 0.01%
324
408
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+149
409
$25K 0.01%
289
-38
410
$25K 0.01%
175
411
$24K 0.01%
+268
412
$24K 0.01%
300
413
$24K 0.01%
500
414
$24K 0.01%
1,500
415
$24K 0.01%
1,529
416
$24K 0.01%
1,215
417
$24K 0.01%
250
418
$23K ﹤0.01%
308
419
$23K ﹤0.01%
172
-353
420
$23K ﹤0.01%
+547
421
$23K ﹤0.01%
324
-151
422
$22K ﹤0.01%
270
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423
$22K ﹤0.01%
350
-1,000
424
$22K ﹤0.01%
200
425
$22K ﹤0.01%
200
15 16
17
18 19