RWM
Reston Wealth Management Portfolio holdings
AUM
$285M
1-Year Return
12.86%
This Quarter Return
-2.22%
1 Year Return
+12.86%
3 Year Return
+44.74%
5 Year Return
+61.84%
10 Year Return
–
AUM
$247M
AUM Growth
-$21.6M
(-8%)
Cap. Flow
-$14.7M
Cap. Flow
% of AUM
-5.94%
Top 10 Holdings %
Top 10 Hldgs %
87.86%
Holding
52
New
2
Increased
26
Reduced
20
Closed
3
Top Buys
Top Sells
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 | |
|---|---|---|---|---|---|---|
51
iShares S&P 100 ETF
OEF
$22.2B
| – | – |
-695
| Closed | -$201K |
|
52
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.86B
| – | – |
-35,718
| Closed | -$1.41M |
|