RWM

Reston Wealth Management Portfolio holdings

AUM $310M
1-Year Est. Return 14.39%
This Quarter Est. Return
1 Year Est. Return
+14.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$532K
3
+$500K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$440K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$412K

Top Sells

1
+$2.25M
2
+$850K
3
+$441K
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$367K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$71.6K

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 Change
in Stake 		Capital Flow
226
$12.7K ﹤0.01%
+35
227
$12.5K ﹤0.01%
+70
228
$12.5K ﹤0.01%
+1,224
229
$11.7K ﹤0.01%
+45
230
$11.6K ﹤0.01%
+149
231
$11.6K ﹤0.01%
+200
232
$11.5K ﹤0.01%
+117
233
$11.5K ﹤0.01%
+148
234
$11.2K ﹤0.01%
+272
235
$11.2K ﹤0.01%
+18
236
$11.1K ﹤0.01%
+190
237
$11.1K ﹤0.01%
+76
238
$11K ﹤0.01%
+100
239
$10.9K ﹤0.01%
+36
240
$10.8K ﹤0.01%
+47
241
$10.8K ﹤0.01%
+13
242
$10.6K ﹤0.01%
+550
243
$10.6K ﹤0.01%
+26
244
$10.5K ﹤0.01%
+10
245
$10.3K ﹤0.01%
+57
246
$10K ﹤0.01%
+107
247
$9.93K ﹤0.01%
+71
248
$9.9K ﹤0.01%
+39
249
$9.62K ﹤0.01%
+42
250
$9.6K ﹤0.01%
+103
8 9
10
11 12