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
76
$1.27M 0.27%
4,665
-5,500
77
$1.25M 0.27%
19,765
+1,933
78
$1.24M 0.26%
22,322
+1,743
79
$1.16M 0.25%
7,517
-2
80
$1.15M 0.24%
5,428
-1,246
81
$1.14M 0.24%
4,198
82
$1.13M 0.24%
9,472
+1,030
83
$1.1M 0.23%
14,343
+164
84
$1.1M 0.23%
18,336
85
$1.09M 0.23%
19,122
-1,560
86
$1.09M 0.23%
6,517
87
$1.05M 0.22%
2,690
88
$1.04M 0.22%
6,162
89
$1.03M 0.22%
9,515
-21
90
$1.02M 0.22%
8,607
-39
91
$1M 0.21%
26,445
-926
92
$995K 0.21%
34,096
+925
93
$981K 0.21%
12,603
+3,784
94
$975K 0.21%
9,120
+7,995
95
$955K 0.2%
20,229
+5,415
96
$941K 0.2%
6,072
+200
97
$940K 0.2%
10,085
98
$938K 0.2%
22,822
+8,559
99
$933K 0.2%
19,575
+191
100
$929K 0.2%
38,575
-175
2 3
4
5 6