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
376
$1.6K ﹤0.01%
+55
377
$1.56K ﹤0.01%
+15
378
$1.37K ﹤0.01%
+15
379
$1.32K ﹤0.01%
+29
380
$1.32K ﹤0.01%
+54
381
$1.29K ﹤0.01%
+27
382
$1.27K ﹤0.01%
+5
383
$1.1K ﹤0.01%
+13
384
$1.09K ﹤0.01%
+15
385
$1.09K ﹤0.01%
+8
386
$1.07K ﹤0.01%
+12
387
$1.05K ﹤0.01%
+7
388
$1.04K ﹤0.01%
+3
389
$1.01K ﹤0.01%
+9
390
$988 ﹤0.01%
+10
391
$971 ﹤0.01%
+3
392
$938 ﹤0.01%
+11
393
$901 ﹤0.01%
+18
394
$892 ﹤0.01%
+4
395
$884 ﹤0.01%
+4
396
$835 ﹤0.01%
+2
397
$824 ﹤0.01%
+4
398
$792 ﹤0.01%
+96
399
$760 ﹤0.01%
+4
400
$733 ﹤0.01%
+9
14 15
16
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