RWM
Reston Wealth Management Portfolio holdings
AUM
$285M
This Quarter Return
-3.58%
1 Year Return
+12.86%
3 Year Return
+44.74%
5 Year Return
+61.84%
10 Year Return
–
AUM
$198M
AUM Growth
+$198M
(-5.8%)
Cap. Flow
-$2.45M
Cap. Flow
% of AUM
-1.24%
Top 10 Holdings %
Top 10 Hldgs %
86.24%
Holding
55
New
8
Increased
21
Reduced
22
Closed
3
Top Buys
Top Sells
| 1 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$4.09M |
| 2 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$3.21M |
| 3 |
Schwab International Equity ETF
SCHF
|
$758K |
| 4 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$738K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$686K |
Sector Composition
| 1 | Technology | 1.27% |
| 2 | Communication Services | 0.71% |
| 3 | Healthcare | 0.59% |
| 4 | Consumer Discretionary | 0.52% |
| 5 | Industrials | 0.5% |
