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
$146M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$1.98M
3
+$775K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$422K
5
NVDA icon
NVIDIA
NVDA
+$211K

Top Sells

1
+$1.97M
2
+$1.04M
3
+$668K
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$491K
5
BND icon
Vanguard Total Bond Market
BND
+$449K

Sector Composition

1 Technology 1.27%
2 Communication Services 1.02%
3 Healthcare 0.57%
4 Consumer Discretionary 0.56%
5 Industrials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$405K 0.28%
1,312
+6
27
$372K 0.26%
9,300
-803
28
$366K 0.25%
5,160
+220
29
$334K 0.23%
2,378
-361
30
$321K 0.22%
1,670
+4
31
$304K 0.21%
834
-49
32
$264K 0.18%
15,024
-1,170
33
$261K 0.18%
849
34
$257K 0.18%
4,667
-118
35
$249K 0.17%
11,500
-30,855
36
$245K 0.17%
2,605
+71
37
$244K 0.17%
2,039
-116
38
$237K 0.16%
10,682
+164
39
$229K 0.16%
3,295
-478
40
$211K 0.15%
+22,240
41
$209K 0.14%
1,765
+8
42
$203K 0.14%
+1,109
43
– –
-4,018
44
– –
-2,941
1
2