RWA
Ropes Wealth Advisors Portfolio holdings
AUM
$515M
This Quarter Return
+2.96%
1 Year Return
+21.76%
3 Year Return
+71.02%
5 Year Return
+189.07%
10 Year Return
–
AUM
$471M
AUM Growth
-$2.61M
(-0.55%)
Cap. Flow
-$14.1M
Cap. Flow
% of AUM
-2.98%
Top 10 Holdings %
Top 10 Hldgs %
37.98%
Holding
606
New
42
Increased
123
Reduced
152
Closed
52
Top Buys
| 1 |
IBM
IBM
|
$874K |
| 2 |
Target
TGT
|
$855K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$823K |
| 4 |
American Electric Power
AEP
|
$571K |
| 5 |
Vanguard Total World Stock ETF
VT
|
$495K |
Top Sells
| 1 |
Moderna
MRNA
|
$13.1M |
| 2 |
Mastercard
MA
|
$1.49M |
| 3 |
Exxon Mobil
XOM
|
$832K |
| 4 |
Intuit
INTU
|
$782K |
| 5 |
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% |
