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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$18.6M
3
+$8.5M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$7.48M
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$7.28M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.79%
2 Healthcare 0.87%
3 Consumer Discretionary 0.62%
4 Consumer Staples 0.49%
5 Technology 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$406K 0.39%
+5,400
27
$394K 0.38%
+24,630
28
$387K 0.37%
+12,430
29
$374K 0.36%
+6,595
30
$361K 0.34%
+9,152
31
$353K 0.34%
+5,181
32
$312K 0.3%
+3,395
33
$312K 0.3%
+1,869
34
$291K 0.28%
+2,730
35
$277K 0.26%
+4,932
36
$274K 0.26%
+1,095
37
$263K 0.25%
+2,035
38
$260K 0.25%
+12,351
39
$244K 0.23%
+2,250
40
$238K 0.23%
+737
41
$236K 0.22%
+5,691
42
$234K 0.22%
+7,942
43
$227K 0.22%
+2,045
44
$218K 0.21%
+9,163
45
$203K 0.19%
+4,288
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