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
$156M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.06M
3
+$651K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$559K
5
BND icon
Vanguard Total Bond Market
BND
+$292K

Top Sells

1
+$501K
2
+$257K
3
+$249K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$229K
5
BA icon
Boeing
BA
+$203K

Sector Composition

1 Technology 1.24%
2 Consumer Discretionary 0.88%
3 Communication Services 0.71%
4 Healthcare 0.5%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$421K 0.27%
1,350
-332
27
$378K 0.24%
5,160
28
$375K 0.24%
8,498
-802
29
$363K 0.23%
1,673
+3
30
$363K 0.23%
2,437
+59
31
$301K 0.19%
22,240
32
$300K 0.19%
784
-50
33
$284K 0.18%
2,043
+4
34
$279K 0.18%
15,078
+54
35
$268K 0.17%
849
36
$254K 0.16%
2,643
+38
37
$244K 0.16%
10,802
+120
38
$233K 0.15%
+1,632
39
$209K 0.13%
1,771
+6
40
$207K 0.13%
+2,235
41
– –
-4,667
42
– –
-1,109
43
– –
-3,295
44
– –
-11,500
1
2