RWM
Reston Wealth Management Portfolio holdings
AUM
$285M
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 | |
|---|---|---|---|---|---|---|
451
STAG Industrial
STAG
$6.86B
| – | – |
0
| – | – |
|
452
RPM International
RPM
$15.8B
| – | – |
0
| – | – |
|
453
Tilray
TLRY
$1.29B
| $4 | ﹤0.01% |
+2
| New | +$4 |
|
454
Dollar General
DG
$24.2B
| – | – |
0
| – | – |
|