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
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Fortis
FTS
$25B
| – | – |
-29
| Closed | -$1.32K |
|
452
Fulton Financial
FULT
$3.59B
| – | – |
-113
| Closed | -$2.05K |
|
453
General Dynamics
GD
$86.7B
| – | – |
-36
| Closed | -$10.9K |
|
454
GE Aerospace
GE
$299B
| – | – |
-523
| Closed | -$98.6K |
|
455
GE HealthCare
GEHC
$33.8B
| – | – |
-107
| Closed | -$10K |
|