RWM
Reston Wealth Management Portfolio holdings
AUM
$285M
This Quarter Return
+5.84%
1 Year Return
+12.86%
3 Year Return
+44.74%
5 Year Return
+61.84%
10 Year Return
–
AUM
$156M
AUM Growth
+$156M
(+6.9%)
Cap. Flow
+$2.62M
Cap. Flow
% of AUM
1.68%
Top 10 Holdings %
Top 10 Hldgs %
84.26%
Holding
44
New
2
Increased
20
Reduced
13
Closed
4
Top Buys
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$1.24M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$1.06M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$651K |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$559K |
| 5 |
Apple
AAPL
|
$498K |
Top Sells
| 1 |
Vanguard Extended Market ETF
VXF
|
$501K |
| 2 |
Verizon
VZ
|
$257K |
| 3 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$249K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$229K |
| 5 |
Boeing
BA
|
$203K |
Sector Composition
| 1 | Technology | 1.24% |
| 2 | Consumer Discretionary | 0.88% |
| 3 | Communication Services | 0.71% |
| 4 | Healthcare | 0.5% |
| 5 | Industrials | 0.37% |
