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 | |
|---|---|---|---|---|---|---|
301
Equinix
EQIX
$75.7B
| $5.33K | ﹤0.01% |
+6
| New | +$5.33K |
|
302
iShares Core Moderate Allocation ETF
AOM
$1.59B
| $5.27K | ﹤0.01% |
117
-18,889
| -99% | -$850K |
|
303
iShares US Tech Breakthrough Multisector ETF
TECB
$439M
| $5.24K | ﹤0.01% |
+102
| New | +$5.24K |
|
304
General Mills
GIS
$27B
| $5.14K | ﹤0.01% |
+70
| New | +$5.14K |
|
|
XIFR
305
XPLR Infrastructure, LP
XIFR
$976M
| $5.06K | ﹤0.01% |
+183
| New | +$5.06K |
|
306
PACCAR
PCAR
$52B
| $5.03K | ﹤0.01% |
+51
| New | +$5.03K |
|
307
Martin Marietta Materials
MLM
$37.5B
| $4.84K | ﹤0.01% |
+9
| New | +$4.84K |
|
308
BCE
BCE
$23.1B
| $4.77K | ﹤0.01% |
+137
| New | +$4.77K |
|
309
Domino's
DPZ
$15.7B
| $4.73K | ﹤0.01% |
+11
| New | +$4.73K |
|
310
Williams Companies
WMB
$69.9B
| $4.57K | ﹤0.01% |
+100
| New | +$4.57K |
|
311
Verisk Analytics
VRSK
$37.8B
| $4.56K | ﹤0.01% |
+17
| New | +$4.56K |
|
312
Veralto
VLTO
$26.2B
| $4.37K | ﹤0.01% |
+39
| New | +$4.37K |
|
313
Capital One
COF
$142B
| $4.34K | ﹤0.01% |
+29
| New | +$4.34K |
|
314
Thermo Fisher Scientific
TMO
$186B
| $4.33K | ﹤0.01% |
+7
| New | +$4.33K |
|
315
Booking.com
BKNG
$178B
| $4.21K | ﹤0.01% |
+1
| New | +$4.21K |
|
316
Digital Realty Trust
DLR
$55.7B
| $4.21K | ﹤0.01% |
+26
| New | +$4.21K |
|
317
Columbia Sportswear
COLM
$3.09B
| $4.16K | ﹤0.01% |
+50
| New | +$4.16K |
|
318
Fastenal
FAST
$55.1B
| $4.07K | ﹤0.01% |
+114
| New | +$4.07K |
|
319
Piper Sandler
PIPR
$5.79B
| $3.97K | ﹤0.01% |
+14
| New | +$3.97K |
|
320
Copart
CPRT
$47B
| $3.88K | ﹤0.01% |
+74
| New | +$3.88K |
|
321
Clean Harbors
CLH
$12.7B
| $3.87K | ﹤0.01% |
+16
| New | +$3.87K |
|
322
Sherwin-Williams
SHW
$92.9B
| $3.82K | ﹤0.01% |
+10
| New | +$3.82K |
|
323
Moody's
MCO
$89.5B
| $3.8K | ﹤0.01% |
+8
| New | +$3.8K |
|
324
US Foods
USFD
$17.5B
| $3.75K | ﹤0.01% |
+61
| New | +$3.75K |
|
325
Crown Holdings
CCK
$11B
| $3.74K | ﹤0.01% |
+39
| New | +$3.74K |
|