RWM

Reston Wealth Management Portfolio holdings

AUM $327M
1-Year Est. Return 17.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.82%
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
+$1.56M
2
+$978K
3
+$860K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$604K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$445K

Top Sells

1
+$357K
2
+$324K
3
+$248K
4
ELV icon
Elevance Health
ELV
+$206K
5
NVDA icon
NVIDIA
NVDA
+$202K

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
326
– –
-1,000
327
– –
-5
328
– –
-2,458
329
– –
-124
330
– –
-36
331
– –
-28
332
– –
-467
333
– –
-715
334
– –
-3
335
– –
-129
336
– –
-158
337
– –
-8
338
– –
-16
339
– –
-4
340
– –
-13
341
– –
-2,423
342
– –
-209
343
– –
-45
344
– –
-506
345
– –
-28
346
– –
-39
347
– –
-9
348
– –
-23
349
– –
-17
350
– –
-4
12 13
14
15 16