RWM
Reston Wealth Management Portfolio holdings
AUM
$285M
1-Year Return
12.86%
This Quarter Return
+5.74%
1 Year Return
+12.86%
3 Year Return
+44.74%
5 Year Return
+61.84%
10 Year Return
–
AUM
$276M
AUM Growth
+$26.2M
(+10%)
Cap. Flow
+$12.2M
Cap. Flow
% of AUM
4.41%
Top 10 Holdings %
Top 10 Hldgs %
83.36%
Holding
454
New
395
Increased
34
Reduced
12
Closed
–
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 1.97% |
| 2 | Consumer Discretionary | 0.94% |
| 3 | Healthcare | 0.87% |
| 4 | Communication Services | 0.84% |
| 5 | Financials | 0.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Salesforce
CRM
$233B
| $77.7K | 0.03% |
+284
| New | +$77.7K |
|
102
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| $76.4K | 0.03% |
+652
| New | +$76.4K |
|
103
Linde
LIN
$222B
| $76.2K | 0.03% |
+160
| New | +$76.2K |
|
104
Goldman Sachs
GS
$227B
| $75K | 0.03% |
+152
| New | +$75K |
|
105
iShares S&P 500 Value ETF
IVE
$41.2B
| $74.3K | 0.03% |
+377
| New | +$74.3K |
|
106
Banco Bilbao Vizcaya Argentaria
BBVA
$106B
| $72K | 0.03% |
+6,639
| New | +$72K |
|
107
Walt Disney
DIS
$214B
| $71.9K | 0.03% |
+747
| New | +$71.9K |
|
108
iShares Core S&P 500 ETF
IVV
$666B
| $71.2K | 0.03% |
+123
| New | +$71.2K |
|
109
Prologis
PLD
$105B
| $70.1K | 0.03% |
+555
| New | +$70.1K |
|
110
iShares MSCI ACWI ex US ETF
ACWX
$6.62B
| $69.3K | 0.03% |
+1,211
| New | +$69.3K |
|
111
Cardinal Health
CAH
$35.7B
| $67.3K | 0.02% |
+609
| New | +$67.3K |
|
112
Mondelez International
MDLZ
$78.8B
| $67.1K | 0.02% |
+910
| New | +$67.1K |
|
113
American Tower
AMT
$91.4B
| $66K | 0.02% |
+284
| New | +$66K |
|
114
Chevron
CVX
$318B
| $63.9K | 0.02% |
+434
| New | +$63.9K |
|
115
Lowe's Companies
LOW
$148B
| $63.6K | 0.02% |
+235
| New | +$63.6K |
|
116
Gilead Sciences
GILD
$140B
| $63.1K | 0.02% |
+753
| New | +$63.1K |
|
117
Meta Platforms (Facebook)
META
$1.88T
| $61.3K | 0.02% |
+107
| New | +$61.3K |
|
118
Vanguard Small-Cap ETF
VB
$66.7B
| $60K | 0.02% |
+253
| New | +$60K |
|
119
Axon Enterprise
AXON
$57.3B
| $59.9K | 0.02% |
+150
| New | +$59.9K |
|
120
Philip Morris
PM
$251B
| $57.8K | 0.02% |
+476
| New | +$57.8K |
|
121
Verizon
VZ
$186B
| $56.6K | 0.02% |
+1,260
| New | +$56.6K |
|
122
iShares US Industrials ETF
IYJ
$1.73B
| $55.3K | 0.02% |
+413
| New | +$55.3K |
|
123
Financial Select Sector SPDR Fund
XLF
$54.2B
| $53.6K | 0.02% |
+1,183
| New | +$53.6K |
|
124
Nucor
NUE
$33.3B
| $52K | 0.02% |
+346
| New | +$52K |
|
125
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.1B
| $50.6K | 0.02% |
+722
| New | +$50.6K |
|