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 | |
|---|---|---|---|---|---|---|
151
Blackrock
BLK
$170B
| $36.8K | 0.01% |
+39
| New | +$36.8K |
|
152
Dominion Energy
D
$49.7B
| $35.9K | 0.01% |
+622
| New | +$35.9K |
|
153
SPDR Portfolio High Yield Bond ETF
SPHY
$9.11B
| $35.9K | 0.01% |
+1,494
| New | +$35.9K |
|
154
Electronic Arts
EA
$42.2B
| $35.9K | 0.01% |
+250
| New | +$35.9K |
|
155
SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$216M
| $35.7K | 0.01% |
+1,423
| New | +$35.7K |
|
156
Comcast
CMCSA
$125B
| $34.9K | 0.01% |
+837
| New | +$34.9K |
|
157
AT&T
T
$212B
| $34.9K | 0.01% |
+1,587
| New | +$34.9K |
|
158
Dow Inc
DOW
$17.4B
| $34.7K | 0.01% |
+636
| New | +$34.7K |
|
159
iShares Russell 2000 ETF
IWM
$67.8B
| $34.7K | 0.01% |
+157
| New | +$34.7K |
|
160
Robert Half
RHI
$3.77B
| $33.7K | 0.01% |
+500
| New | +$33.7K |
|
161
Ford
F
$46.7B
| $32.9K | 0.01% |
+3,118
| New | +$32.9K |
|
162
CVS Health
CVS
$93.6B
| $32.5K | 0.01% |
+516
| New | +$32.5K |
|
163
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
| $31.8K | 0.01% |
+614
| New | +$31.8K |
|
164
Vanguard Total International Bond ETF
BNDX
$68.4B
| $31.8K | 0.01% |
+632
| New | +$31.8K |
|
165
Equinor
EQNR
$60.1B
| $31.2K | 0.01% |
+1,233
| New | +$31.2K |
|
166
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.84B
| $31.1K | 0.01% |
+966
| New | +$31.1K |
|
167
ConocoPhillips
COP
$116B
| $30.8K | 0.01% |
+292
| New | +$30.8K |
|
168
Visa
V
$666B
| $30.5K | 0.01% |
+111
| New | +$30.5K |
|
169
Snap-on
SNA
$17.1B
| $29.8K | 0.01% |
+103
| New | +$29.8K |
|
170
Honeywell
HON
$136B
| $28.6K | 0.01% |
+138
| New | +$28.6K |
|
171
Grand Canyon Education
LOPE
$5.74B
| $28.4K | 0.01% |
+200
| New | +$28.4K |
|
172
Vanguard FTSE All-World ex-US ETF
VEU
$48.8B
| $27.3K | 0.01% |
+433
| New | +$27.3K |
|
173
Murphy Oil
MUR
$3.56B
| $27K | 0.01% |
+800
| New | +$27K |
|
174
NextEra Energy, Inc.
NEE
$146B
| $26.8K | 0.01% |
+317
| New | +$26.8K |
|
175
Moelis & Co
MC
$5.24B
| $26.5K | 0.01% |
+387
| New | +$26.5K |
|