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
276
$7.05K ﹤0.01%
+113
277
$6.95K ﹤0.01%
+51
278
$6.89K ﹤0.01%
+25
279
$6.88K ﹤0.01%
+27
280
$6.84K ﹤0.01%
+80
281
$6.84K ﹤0.01%
+19
282
$6.72K ﹤0.01%
+68
283
$6.71K ﹤0.01%
+48
284
$6.61K ﹤0.01%
+32
285
$6.59K ﹤0.01%
+37
286
$6.59K ﹤0.01%
+13
287
$6.48K ﹤0.01%
+100
288
$6.22K ﹤0.01%
+16
289
$6.16K ﹤0.01%
+97
290
$6.13K ﹤0.01%
+11
291
$6.11K ﹤0.01%
+23
292
$6.11K ﹤0.01%
+171
293
$6K ﹤0.01%
+39
294
$5.92K ﹤0.01%
+40
295
$5.79K ﹤0.01%
+22
296
$5.71K ﹤0.01%
+4
297
$5.62K ﹤0.01%
+24
298
$5.57K ﹤0.01%
+45
299
$5.47K ﹤0.01%
+20
300
$5.38K ﹤0.01%
+42
10 11
12
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