RWM
Reston Wealth Management Portfolio holdings
AUM
$285M
1-Year Return
12.86%
This Quarter Return
+3.65%
1 Year Return
+12.86%
3 Year Return
+44.74%
5 Year Return
+61.84%
10 Year Return
–
AUM
$191M
AUM Growth
+$14.8M
(+8.4%)
Cap. Flow
+$8.38M
Cap. Flow
% of AUM
4.39%
Top 10 Holdings %
Top 10 Hldgs %
83.55%
Holding
52
New
4
Increased
24
Reduced
21
Closed
2
Top Buys
Top Sells
| 1 |
iShares Core Moderate Allocation ETF
AOM
|
$441K |
| 2 |
Vanguard Total Bond Market
BND
|
$266K |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$225K |
| 4 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$215K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$210K |
Sector Composition
| 1 | Technology | 1.15% |
| 2 | Communication Services | 1.09% |
| 3 | Consumer Discretionary | 0.76% |
| 4 | Industrials | 0.67% |
| 5 | Healthcare | 0.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
iShares Core US Aggregate Bond ETF
AGG
$131B
| – | – |
-1,779
| Closed | -$210K |
|
|
52
SPDR S&P Dividend ETF
SDY
$20.5B
| – | – |
-2,121
| Closed | -$225K |
|