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
201
$241K 0.05%
3,603
202
$239K 0.05%
1,920
203
$236K 0.05%
8,270
-275
204
$234K 0.05%
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+65
205
$234K 0.05%
3,346
+1,490
206
$232K 0.05%
2,271
+300
207
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+5,164
208
$230K 0.05%
4,036
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209
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1,559
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210
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2,064
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211
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212
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213
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2,269
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214
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215
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216
$199K 0.04%
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217
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218
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219
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1,042
220
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221
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500
222
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223
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224
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950
225
$177K 0.04%
10,995
-6,165
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