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
451
$17K ﹤0.01%
415
452
$15K ﹤0.01%
75
-25
453
$15K ﹤0.01%
200
+80
454
$15K ﹤0.01%
+180
455
$15K ﹤0.01%
+198
456
$14K ﹤0.01%
+358
457
$14K ﹤0.01%
270
458
$13K ﹤0.01%
1,450
459
$13K ﹤0.01%
201
-4,352
460
$13K ﹤0.01%
300
461
$12K ﹤0.01%
319
462
$12K ﹤0.01%
51
463
$12K ﹤0.01%
650
464
$12K ﹤0.01%
218
465
$12K ﹤0.01%
77
466
$12K ﹤0.01%
+258
467
$12K ﹤0.01%
1,100
468
$12K ﹤0.01%
+265
469
$11K ﹤0.01%
225
470
$11K ﹤0.01%
105
471
$11K ﹤0.01%
10
472
$11K ﹤0.01%
400
473
$11K ﹤0.01%
207
-67
474
$11K ﹤0.01%
81
-29
475
$11K ﹤0.01%
100
17 18
19
20 21