RWM
Reston Wealth Management Portfolio holdings
AUM
$310M
1-Year Est. Return
14.39%
1 Year Est. Return
+14.39%
AUM
$285M
AUM Growth
+$38M
(+15%)
Holding
58
Top Buys
| 1 | +$4.85M | |
| 2 | +$3.54M | |
| 3 | +$2.78M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$1.42M |
| 5 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$1.08M |
Top Sells
| 1 | +$1.32M | |
| 2 | +$335K | |
| 3 | +$265K | |
| 4 |
RTX Corp
RTX
|
+$240K |
| 5 |
Procter & Gamble
PG
|
+$218K |
Sector Composition
| 1 | Technology | 2% |
| 2 | Communication Services | 0.66% |
| 3 | Consumer Discretionary | 0.62% |
| 4 | Financials | 0.54% |
| 5 | Healthcare | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares S&P 100 ETF
OEF
$27.3B
| $213K | 0.07% |
+698
|
|
||
52
GE Aerospace
GE
$324B
| $210K | 0.07% |
+816
|
|
||
53
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
| $208K | 0.07% |
+3,346
|
|
||
54
Bank of America
BAC
$388B
| $204K | 0.07% |
+4,309
|
|
||
55
Exxon Mobil
XOM
$494B
| – | – |
-2,228
|
|
||
|
56
RTX Corp
RTX
$237B
| – | – |
-1,811
|
|
||
|
57
Procter & Gamble
PG
$343B
| – | – |
-1,277
|
|
||
58
BlackRock Floating Rate Income Trust
BGT
$320M
| – | – |
-16,686
|
|