RWM
Reston Wealth Management Portfolio holdings
AUM
$285M
This Quarter Return
-12.28%
1 Year Return
+12.86%
3 Year Return
+44.74%
5 Year Return
+61.84%
10 Year Return
–
AUM
$180M
AUM Growth
+$180M
(-7.9%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
5.6%
Top 10 Holdings %
Top 10 Hldgs %
82.03%
Holding
65
New
6
Increased
25
Reduced
26
Closed
7
Top Buys
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$6.68M |
| 2 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$6.33M |
| 3 |
Schwab International Equity ETF
SCHF
|
$1.39M |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$1.35M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.32M |
Top Sells
| 1 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$5.13M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.22M |
| 3 |
Vanguard Total Bond Market
BND
|
$1.57M |
| 4 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$591K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$467K |
Sector Composition
| 1 | Technology | 1.32% |
| 2 | Healthcare | 1.01% |
| 3 | Communication Services | 0.84% |
| 4 | Industrials | 0.61% |
| 5 | Consumer Discretionary | 0.56% |
