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
476
$10K ﹤0.01%
640
477
$10K ﹤0.01%
412
478
$10K ﹤0.01%
116
479
$10K ﹤0.01%
594
480
$10K ﹤0.01%
+165
481
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34
482
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+1,000
483
$9K ﹤0.01%
250
484
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500
485
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774
486
$9K ﹤0.01%
1,001
487
$9K ﹤0.01%
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488
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489
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52
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490
$8K ﹤0.01%
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491
$8K ﹤0.01%
403
492
$8K ﹤0.01%
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493
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494
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-258
495
$8K ﹤0.01%
+348
496
$7K ﹤0.01%
500
497
$7K ﹤0.01%
+90
498
$7K ﹤0.01%
14
499
$7K ﹤0.01%
69
500
$7K ﹤0.01%
75
-275
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