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
251
$9.59K ﹤0.01%
+119
252
$9.3K ﹤0.01%
+18
253
$9.2K ﹤0.01%
+230
254
$9.08K ﹤0.01%
+44
255
$8.93K ﹤0.01%
+99
256
$8.92K ﹤0.01%
+507
257
$8.87K ﹤0.01%
229
-9,470
258
$8.65K ﹤0.01%
+95
259
$8.64K ﹤0.01%
+150
260
$8.61K ﹤0.01%
+17
261
$8.57K ﹤0.01%
+114
262
$8.52K ﹤0.01%
+11
263
$8.49K ﹤0.01%
+209
264
$8.47K ﹤0.01%
+59
265
$8.44K ﹤0.01%
+47
266
$8.38K ﹤0.01%
+185
267
$8.35K ﹤0.01%
+30
268
$8.25K ﹤0.01%
+135
269
$8.17K ﹤0.01%
+370
270
$8.12K ﹤0.01%
+67
271
$8.06K ﹤0.01%
+105
272
$7.8K ﹤0.01%
+236
273
$7.54K ﹤0.01%
+62
274
$7.47K ﹤0.01%
+72
275
$7.09K ﹤0.01%
+57
9 10
11
12 13