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
301
$5.33K ﹤0.01%
+6
302
$5.27K ﹤0.01%
117
-18,889
303
$5.24K ﹤0.01%
+102
304
$5.14K ﹤0.01%
+70
305
$5.06K ﹤0.01%
+183
306
$5.03K ﹤0.01%
+51
307
$4.84K ﹤0.01%
+9
308
$4.77K ﹤0.01%
+137
309
$4.73K ﹤0.01%
+11
310
$4.57K ﹤0.01%
+100
311
$4.55K ﹤0.01%
+17
312
$4.37K ﹤0.01%
+39
313
$4.34K ﹤0.01%
+29
314
$4.33K ﹤0.01%
+7
315
$4.21K ﹤0.01%
+1
316
$4.21K ﹤0.01%
+26
317
$4.16K ﹤0.01%
+50
318
$4.07K ﹤0.01%
+114
319
$3.97K ﹤0.01%
+14
320
$3.88K ﹤0.01%
+74
321
$3.87K ﹤0.01%
+16
322
$3.82K ﹤0.01%
+10
323
$3.8K ﹤0.01%
+8
324
$3.75K ﹤0.01%
+61
325
$3.74K ﹤0.01%
+39
11 12
13
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