RWM
Reston Wealth Management Portfolio holdings
AUM
$285M
This Quarter Return
+14.9%
1 Year Return
+12.86%
3 Year Return
+44.74%
5 Year Return
+61.84%
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+17%)
Cap. Flow
+$2.24M
Cap. Flow
% of AUM
1.54%
Top 10 Holdings %
Top 10 Hldgs %
83.13%
Holding
44
New
2
Increased
17
Reduced
22
Closed
2
Top Buys
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$5.71M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$1.98M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$775K |
| 4 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$422K |
| 5 |
NVIDIA
NVDA
|
$211K |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.97M |
| 2 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$1.04M |
| 3 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$668K |
| 4 |
iShares Core Moderate Allocation ETF
AOM
|
$491K |
| 5 |
Vanguard Total Bond Market
BND
|
$449K |
Sector Composition
| 1 | Technology | 1.27% |
| 2 | Communication Services | 1.02% |
| 3 | Healthcare | 0.57% |
| 4 | Consumer Discretionary | 0.56% |
| 5 | Industrials | 0.53% |
