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
351
$2.62K ﹤0.01%
+25
352
$2.59K ﹤0.01%
+25
353
$2.59K ﹤0.01%
+27
354
$2.55K ﹤0.01%
+145
355
$2.51K ﹤0.01%
+300
356
$2.45K ﹤0.01%
+30
357
$2.4K ﹤0.01%
+18
358
$2.4K ﹤0.01%
+78
359
$2.32K ﹤0.01%
+28
360
$2.25K ﹤0.01%
+9
361
$2.21K ﹤0.01%
+4
362
$2.2K ﹤0.01%
+131
363
$2.12K ﹤0.01%
+21
364
$2.12K ﹤0.01%
+47
365
$2.11K ﹤0.01%
+20
366
$2.1K ﹤0.01%
+63
367
$2.05K ﹤0.01%
+113
368
$2.05K ﹤0.01%
+100
369
$1.95K ﹤0.01%
+22
370
$1.8K ﹤0.01%
+4
371
$1.73K ﹤0.01%
+28
372
$1.72K ﹤0.01%
+10
373
$1.67K ﹤0.01%
+16
374
$1.66K ﹤0.01%
+46
375
$1.62K ﹤0.01%
+42
13 14
15
16 17