RWA
Ropes Wealth Advisors Portfolio holdings
AUM
$515M
1-Year Est. Return
21.76%
1 Year Est. Return
+21.76%
AUM
$603M
AUM Growth
+$49.8M
(+9%)
Holding
285
Top Buys
| 1 | +$2.27M | |
| 2 | +$1.55M | |
| 3 | +$1.22M | |
| 4 |
Home Depot
HD
|
+$801K |
| 5 |
iShares Expanded Tech Sector ETF
IGM
|
+$790K |
Top Sells
| 1 | +$3.24M | |
| 2 | +$3.01M | |
| 3 | +$2.09M | |
| 4 |
Kennedy-Wilson Holdings
KW
|
+$2M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.69M |
Sector Composition
| 1 | Technology | 21.98% |
| 2 | Healthcare | 10.33% |
| 3 | Financials | 7.25% |
| 4 | Consumer Discretionary | 6.97% |
| 5 | Consumer Staples | 6.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Williams Companies
WMB
$77B
| $2.79M | 0.46% |
85,360
+8,745
|
|
||
52
GE Aerospace
GE
$322B
| $2.7M | 0.45% |
30,787
+127
|
|
||
53
Lowe's Companies
LOW
$136B
| $2.68M | 0.44% |
11,881
-348
|
|
||
54
Union Pacific
UNP
$135B
| $2.61M | 0.43% |
12,775
+3,015
|
|
||
55
Walmart
WMT
$851B
| $2.58M | 0.43% |
49,212
+2,250
|
|
||
56
Mastercard
MA
$512B
| $2.56M | 0.42% |
6,500
+1,333
|
|
||
57
Deere & Co
DE
$125B
| $2.53M | 0.42% |
6,233
+45
|
|
||
58
Eli Lilly
LLY
$723B
| $2.52M | 0.42% |
5,381
+257
|
|
||
59
Illinois Tool Works
ITW
$73.5B
| $2.45M | 0.41% |
9,794
+44
|
|
||
60
3M
MMM
$83.1B
| $2.44M | 0.4% |
29,151
+2,341
|
|
||
61
TJX Companies
TJX
$160B
| $2.37M | 0.39% |
27,943
+356
|
|
||
62
Becton Dickinson
BDX
$55B
| $2.35M | 0.39% |
8,901
+41
|
|
||
63
Roper Technologies
ROP
$54.5B
| $2.35M | 0.39% |
4,878
+18
|
|
||
64
Vanguard FTSE Developed Markets ETF
VEA
$180B
| $2.34M | 0.39% |
50,700
+2,390
|
|
||
65
iShares Core MSCI EAFE ETF
IEFA
$158B
| $2.33M | 0.39% |
34,574
+241
|
|
||
66
Kimberly-Clark
KMB
$40.1B
| $2.32M | 0.39% |
16,823
+1,452
|
|
||
67
Chubb
CB
$107B
| $2.32M | 0.38% |
12,043
+1,429
|
|
||
68
Vanguard Small-Cap ETF
VB
$67.9B
| $2.27M | 0.38% |
11,400
+1,028
|
|
||
69
General Mills
GIS
$26.1B
| $2.26M | 0.37% |
29,439
+2,073
|
|
||
70
Honeywell
HON
$131B
| $2.22M | 0.37% |
10,689
+696
|
|
||
71
NVIDIA
NVDA
$4.46T
| $2.2M | 0.36% |
51,900
+3,790
|
|
||
72
Vanguard Dividend Appreciation ETF
VIG
$98.6B
| $2.19M | 0.36% |
13,469
+23
|
|
||
73
Intel
INTC
$182B
| $2.18M | 0.36% |
65,326
+3,884
|
|
||
74
Visa
V
$669B
| $2.16M | 0.36% |
9,094
+864
|
|
||
75
Texas Instruments
TXN
$164B
| $2.09M | 0.35% |
11,624
+2,451
|
|