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
$176M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$868K
2
+$592K
3
+$519K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$511K
5
UNP icon
Union Pacific
UNP
+$462K

Top Sells

1
+$477K
2
+$284K
3
+$197K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$167K
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$136K

Sector Composition

1 Technology 1.26%
2 Communication Services 1.02%
3 Consumer Discretionary 0.95%
4 Industrials 0.7%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$474K 0.27%
1,352
+2
27
$464K 0.26%
5,300
+140
28
$462K 0.26%
+2,218
29
$443K 0.25%
8,582
+84
30
$433K 0.25%
1,159
-158
31
$416K 0.24%
1,767
+135
32
$404K 0.23%
1,676
+3
33
$340K 0.19%
2,159
-278
34
$306K 0.17%
13,449
-1,629
35
$297K 0.17%
22,760
+520
36
$295K 0.17%
2,235
37
$266K 0.15%
872
+23
38
$264K 0.15%
10,969
+167
39
$261K 0.15%
736
-48
40
$251K 0.14%
+1,175
41
$250K 0.14%
+4,254
42
$225K 0.13%
+2,121
43
$221K 0.13%
+4,036
44
$218K 0.12%
+678
45
$217K 0.12%
+9,982
46
$210K 0.12%
1,779
+8
47
$206K 0.12%
+1,048
48
$51K 0.03%
+10,350
49
– –
-2,043
1
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