RWM
Reston Wealth Management Portfolio holdings
AUM
$285M
1-Year Return
12.86%
This Quarter Return
+5.74%
1 Year Return
+12.86%
3 Year Return
+44.74%
5 Year Return
+61.84%
10 Year Return
–
AUM
$276M
AUM Growth
+$26.2M
(+10%)
Cap. Flow
+$12.2M
Cap. Flow
% of AUM
4.41%
Top 10 Holdings %
Top 10 Hldgs %
83.36%
Holding
454
New
395
Increased
34
Reduced
12
Closed
–
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 1.97% |
| 2 | Consumer Discretionary | 0.94% |
| 3 | Healthcare | 0.87% |
| 4 | Communication Services | 0.84% |
| 5 | Financials | 0.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Stryker
SYK
$150B
| $12.7K | ﹤0.01% |
+35
| New | +$12.7K |
|
227
Toyota
TM
$260B
| $12.5K | ﹤0.01% |
+70
| New | +$12.5K |
|
228
Mitsubishi UFJ Financial
MUFG
$174B
| $12.5K | ﹤0.01% |
+1,224
| New | +$12.5K |
|
229
Constellation Energy
CEG
$94.2B
| $11.7K | ﹤0.01% |
+45
| New | +$11.7K |
|
230
AstraZeneca
AZN
$253B
| $11.6K | ﹤0.01% |
+149
| New | +$11.6K |
|
231
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$688M
| $11.6K | ﹤0.01% |
+200
| New | +$11.6K |
|
232
iShares 20+ Year Treasury Bond ETF
TLT
$48.9B
| $11.5K | ﹤0.01% |
+117
| New | +$11.5K |
|
233
CarMax
KMX
$9.11B
| $11.5K | ﹤0.01% |
+148
| New | +$11.5K |
|
234
SPDR Portfolio Emerging Markets ETF
SPEM
$13.3B
| $11.2K | ﹤0.01% |
+272
| New | +$11.2K |
|
235
Intuit
INTU
$188B
| $11.2K | ﹤0.01% |
+18
| New | +$11.2K |
|
236
Tractor Supply
TSCO
$32.1B
| $11.1K | ﹤0.01% |
+190
| New | +$11.1K |
|
237
Ryder
R
$7.64B
| $11.1K | ﹤0.01% |
+76
| New | +$11.1K |
|
238
iShares TIPS Bond ETF
TIP
$13.6B
| $11K | ﹤0.01% |
+100
| New | +$11K |
|
239
General Dynamics
GD
$86.8B
| $10.9K | ﹤0.01% |
+36
| New | +$10.9K |
|
240
Hilton Worldwide
HLT
$64B
| $10.8K | ﹤0.01% |
+47
| New | +$10.8K |
|
241
ASML
ASML
$307B
| $10.8K | ﹤0.01% |
+13
| New | +$10.8K |
|
242
Sony
SONY
$165B
| $10.6K | ﹤0.01% |
+550
| New | +$10.6K |
|
243
HCA Healthcare
HCA
$98.5B
| $10.6K | ﹤0.01% |
+26
| New | +$10.6K |
|
244
Regeneron Pharmaceuticals
REGN
$60.8B
| $10.5K | ﹤0.01% |
+10
| New | +$10.5K |
|
245
Lennar Class A
LEN
$36.7B
| $10.3K | ﹤0.01% |
+57
| New | +$10.3K |
|
246
GE HealthCare
GEHC
$34.6B
| $10K | ﹤0.01% |
+107
| New | +$10K |
|
247
Abercrombie & Fitch
ANF
$4.49B
| $9.93K | ﹤0.01% |
+71
| New | +$9.93K |
|
248
Progressive
PGR
$143B
| $9.9K | ﹤0.01% |
+39
| New | +$9.9K |
|
249
SAP
SAP
$313B
| $9.62K | ﹤0.01% |
+42
| New | +$9.62K |
|
250
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $9.6K | ﹤0.01% |
+103
| New | +$9.6K |
|