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
$125M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$2.67M
3
+$2.23M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.83M
5
BND icon
Vanguard Total Bond Market
BND
+$1.09M

Top Sells

1
+$3.2M
2
+$2.3M
3
+$2.28M
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$1.48M
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$444K

Sector Composition

1 Financials 2.93%
2 Healthcare 0.71%
3 Industrials 0.67%
4 Consumer Discretionary 0.66%
5 Technology 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$548K 0.44%
15,977
+8,035
27
$542K 0.43%
9,779
-625
28
$516K 0.41%
5,400
29
$452K 0.36%
8,584
-568
30
$440K 0.35%
6,626
+31
31
$435K 0.35%
12,372
-58
32
$393K 0.31%
1,694
+51
33
$358K 0.29%
18,915
-5,715
34
$345K 0.28%
3,291
-104
35
$325K 0.26%
4,893
-3,890
36
$322K 0.26%
1,105
+10
37
$312K 0.25%
2,250
38
$311K 0.25%
2,872
+142
39
$297K 0.24%
787
+50
40
$293K 0.23%
+882
41
$289K 0.23%
2,037
+2
42
$259K 0.21%
+3,772
43
$249K 0.2%
+10,065
44
$246K 0.2%
+852
45
$244K 0.2%
+2,121
46
$223K 0.18%
+1,743
47
$215K 0.17%
3,798
-1,134
48
$210K 0.17%
1,654
-391
49
$207K 0.17%
5,345
-346
50
$205K 0.16%
7,359
-1,804
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