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
426
$22K ﹤0.01%
306
427
$21K ﹤0.01%
+117
428
$21K ﹤0.01%
232
429
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237
+140
430
$20K ﹤0.01%
125
+100
431
$20K ﹤0.01%
+466
432
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+185
433
$20K ﹤0.01%
176
-372
434
$20K ﹤0.01%
338
435
$19K ﹤0.01%
270
+7
436
$19K ﹤0.01%
122
437
$19K ﹤0.01%
205
438
$19K ﹤0.01%
600
439
$19K ﹤0.01%
863
440
$19K ﹤0.01%
300
+200
441
$19K ﹤0.01%
90
442
$18K ﹤0.01%
160
443
$18K ﹤0.01%
450
-114
444
$18K ﹤0.01%
340
445
$18K ﹤0.01%
333
446
$18K ﹤0.01%
+236
447
$18K ﹤0.01%
+442
448
$18K ﹤0.01%
545
+173
449
$18K ﹤0.01%
335
450
$18K ﹤0.01%
300
16 17
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