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
326
$3.71K ﹤0.01%
+65
327
$3.62K ﹤0.01%
+124
328
$3.61K ﹤0.01%
+28
329
$3.52K ﹤0.01%
+150
330
$3.43K ﹤0.01%
+8
331
$3.35K ﹤0.01%
+87
332
$3.32K ﹤0.01%
+37
333
$3.32K ﹤0.01%
+13
334
$3.32K ﹤0.01%
+159
335
$3.3K ﹤0.01%
+111
336
$3.2K ﹤0.01%
+125
337
$3.13K ﹤0.01%
+32
338
$3.13K ﹤0.01%
+13
339
$3.13K ﹤0.01%
+134
340
$3.12K ﹤0.01%
+22
341
$3.02K ﹤0.01%
+34
342
$3.02K ﹤0.01%
+23
343
$2.98K ﹤0.01%
+28
344
$2.92K ﹤0.01%
+5
345
$2.91K ﹤0.01%
+26
346
$2.87K ﹤0.01%
+100
347
$2.85K ﹤0.01%
+127
348
$2.84K ﹤0.01%
+57
349
$2.77K ﹤0.01%
+8
350
$2.69K ﹤0.01%
+9
12 13
14
15 16