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
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$1.48M
3
+$784K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$729K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$719K

Top Sells

1
+$506K
2
+$475K
3
+$413K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$268K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$221K

Sector Composition

1 Technology 1.13%
2 Healthcare 0.87%
3 Industrials 0.73%
4 Consumer Discretionary 0.72%
5 Financials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$461K 0.37%
2,036
-710
27
$443K 0.35%
+14,143
28
$386K 0.31%
1,200
-125
29
$381K 0.3%
2,735
+11
30
$361K 0.29%
2,478
-297
31
$351K 0.28%
901
-20
32
$346K 0.28%
2,284
-40
33
$329K 0.26%
2,638
+5
34
$324K 0.26%
16,158
-1,623
35
$303K 0.24%
881
+32
36
$292K 0.23%
1,662
+50
37
$267K 0.21%
10,467
+224
38
$258K 0.21%
793
-65
39
$255K 0.2%
3,679
-245
40
$245K 0.2%
4,430
41
$239K 0.19%
3,886
+21
42
$221K 0.18%
2,052
+15
43
$212K 0.17%
+5,714
44
– –
-8,949
45
– –
-2,946
46
– –
-951
47
– –
-2,555
48
– –
-3,649
1
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