RWM
Reston Wealth Management Portfolio holdings
AUM
$285M
1-Year Return
12.86%
This Quarter Return
-0.39%
1 Year Return
+12.86%
3 Year Return
+44.74%
5 Year Return
+61.84%
10 Year Return
–
AUM
$269M
AUM Growth
-$7.32M
(-2.6%)
Cap. Flow
-$5.71M
Cap. Flow
% of AUM
-2.12%
Top 10 Holdings %
Top 10 Hldgs %
86.74%
Holding
455
New
1
Increased
29
Reduced
17
Closed
399
Top Buys
| 1 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$1.52M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$932K |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$845K |
| 4 |
Schwab International Equity ETF
SCHF
|
+$573K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$432K |
Top Sells
| 1 |
Union Pacific
UNP
|
+$357K |
| 2 |
JPMorgan Chase
JPM
|
+$333K |
| 3 |
Exxon Mobil
XOM
|
+$248K |
| 4 |
Elevance Health
ELV
|
+$206K |
| 5 |
NVIDIA
NVDA
|
+$197K |
Sector Composition
| 1 | Technology | 1.52% |
| 2 | Communication Services | 0.75% |
| 3 | Consumer Discretionary | 0.61% |
| 4 | Financials | 0.37% |
| 5 | Healthcare | 0.36% |
