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
$127M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$936K
2
+$437K
3
+$402K
4
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$237K
5
KO icon
Coca-Cola
KO
+$201K

Top Sells

1
+$469K
2
+$337K
3
+$205K
4
IYE icon
iShares US Energy ETF
IYE
+$175K
5
FSK icon
FS KKR Capital
FSK
+$160K

Sector Composition

1 Financials 2.6%
2 Technology 0.82%
3 Healthcare 0.75%
4 Industrials 0.69%
5 Consumer Discretionary 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$549K 0.43%
8,617
-7,365
27
$548K 0.43%
9,811
+32
28
$523K 0.41%
21,848
-3,711
29
$511K 0.4%
5,400
30
$406K 0.32%
8,216
-368
31
$404K 0.32%
3,629
+757
32
$398K 0.31%
1,631
-63
33
$360K 0.28%
18,915
34
$340K 0.27%
2,440
+403
35
$332K 0.26%
5,047
+154
36
$324K 0.25%
1,105
37
$321K 0.25%
882
38
$316K 0.25%
2,250
39
$287K 0.23%
789
+2
40
$280K 0.22%
2,555
-736
41
$275K 0.22%
852
42
$254K 0.2%
10,107
+42
43
$252K 0.2%
7,310
-5,062
44
$237K 0.19%
2,121
45
$218K 0.17%
3,217
-555
46
$217K 0.17%
3,801
+3
47
$214K 0.17%
5,200
-145
48
$212K 0.17%
1,663
+9
49
$207K 0.16%
2,706
-4,400
50
$204K 0.16%
2,023
+12
1
2
3