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
$269M
AUM Growth
-$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$932K
3
+$845K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$573K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$432K

Top Sells

1
+$357K
2
+$333K
3
+$248K
4
ELV icon
Elevance Health
ELV
+$206K
5
NVDA icon
NVIDIA
NVDA
+$197K

Sector Composition

1 Technology 1.52%
2 Communication Services 0.75%
3 Consumer Discretionary 0.61%
4 Financials 0.37%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,637
227
– –
-209
228
– –
-1
229
– –
-45
230
– –
-124
231
– –
-6
232
– –
-1,233
233
– –
-506
234
– –
-28
235
– –
-28
236
– –
-9
237
– –
-2
238
– –
-6
239
– –
-28
240
– –
-113
241
– –
-7
242
– –
-2
243
– –
-3,118
244
– –
-10
245
– –
-114
246
– –
-47
247
– –
-113
248
– –
-36
249
– –
-523
250
– –
-107
8 9
10
11 12