RWM
Reston Wealth Management Portfolio holdings
AUM
$327M
1-Year Est. Return
17.82%
This Fund
S&P 500
1 Year Est. Return
+17.82%
AUM
$327M
AUM Growth
+$17.1M
(+5.5%)
Holding
65
Top Buys
| 1 | +$1.04M | |
| 2 | +$923K | |
| 3 | +$730K | |
| 4 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$725K |
| 5 |
Apple
AAPL
|
+$542K |
Top Sells
| 1 | +$668K | |
| 2 | +$321K | |
| 3 | +$219K | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$87.9K |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$79.8K |
Sector Composition
| 1 | Technology | 2.91% |
| 2 | Communication Services | 1.26% |
| 3 | Financials | 0.78% |
| 4 | Consumer Discretionary | 0.76% |
| 5 | Healthcare | 0.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares National Muni Bond ETF
MUB
$43B
| $280K | 0.09% |
2,618
+26
|
|
||
52
Exxon Mobil
XOM
$648B
| $269K | 0.08% |
+2,236
|
|
||
53
Marathon Petroleum
MPC
$60.3B
| $258K | 0.08% |
1,585
+203
|
|
||
54
Walmart Inc
WMT
$1.02T
| $258K | 0.08% |
+2,311
|
|
||
55
Caterpillar
CAT
$338B
| $248K | 0.08% |
+433
|
|
||
56
iShares S&P 100 ETF
OEF
$28.4B
| $240K | 0.07% |
699
-1
|
|
||
57
Visa
V
$613B
| $238K | 0.07% |
+679
|
|
||
58
McKesson
MCK
$121B
| $235K | 0.07% |
286
+6
|
|
||
59
Bank of America
BAC
$355B
| $233K | 0.07% |
+4,244
|
|
||
60
Automatic Data Processing
ADP
$86.1B
| $229K | 0.07% |
892
+49
|
|
||
61
Mastercard
MA
$459B
| $227K | 0.07% |
+398
|
|
||
62
Home Depot
HD
$370B
| $214K | 0.07% |
+621
|
|
||
63
TSMC
TSM
$1.91T
| $204K | 0.06% |
+672
|
|
||
64
iShares Core S&P Total US Stock Market ETF
ITOT
$81.9B
| $200K | 0.06% |
1,346
-2,178
|
|
||
65
iShares Core S&P Mid-Cap ETF
IJH
$111B
| – | – |
-3,357
|
|