RWM
Reston Wealth Management Portfolio holdings
AUM $247M
AUM
$247M
AUM Growth
-$21.6M (-8%)
Cap. Flow
-$12.9M
Cap. Flow % of AUM
-5.2%
Top 10 Holdings %Top 10 Hldgs %
87.86%
Holding
52
New
2
Increased
26
Reduced
20
Closed
3
Top Buys
| 1 | $2.12M | |
| 2 | $763K | |
| 3 | $547K | |
| 4 | $313K | |
| 5 | $293K |
Top Sells
| 1 | $7.2M | |
| 2 | $4.19M | |
| 3 | $3.42M | |
| 4 | $1.26M | |
| 5 | $709K |
Sector Composition
| 1 | Technology | 1.51% |
| 2 | Communication Services | 0.66% |
| 3 | Consumer Discretionary | 0.52% |
| 4 | Healthcare | 0.44% |
| 5 | Financials | 0.41% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -695 | Closed | – | |||
| $0 | 0% | 0 -35,718 | Closed | – |
