RWM
Reston Wealth Management Portfolio holdings
AUM
$310M
1-Year Est. Return
14.39%
1 Year Est. Return
+14.39%
AUM
$310M
AUM Growth
+$24.4M
(+8.6%)
Holding
56
Top Buys
| 1 | +$1.49M | |
| 2 | +$1.1M | |
| 3 | +$932K | |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$578K |
| 5 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$573K |
Top Sells
| 1 | +$536K | |
| 2 | +$251K | |
| 3 | +$222K | |
| 4 |
Bank of America
BAC
|
+$204K |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$114K |
Sector Composition
| 1 | Technology | 2.3% |
| 2 | Communication Services | 0.83% |
| 3 | Consumer Discretionary | 0.54% |
| 4 | Financials | 0.45% |
| 5 | Healthcare | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core S&P Mid-Cap ETF
IJH
$109B
| $219K | 0.07% |
3,357
+11
|
|
||
52
McKesson
MCK
$104B
| $216K | 0.07% |
280
-20
|
|
||
53
Cisco
CSCO
$297B
| $201K | 0.06% |
+2,933
|
|
||
54
Royal Caribbean
RCL
$75.8B
| – | – |
-710
|
|
||
|
55
Bank of America
BAC
$379B
| – | – |
-4,309
|
|
||
56
Intuitive Surgical
ISRG
$192B
| – | – |
-461
|
|