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
$191M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$410K
3
+$388K
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$293K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$249K

Top Sells

1
+$441K
2
+$266K
3
+$225K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$215K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$210K

Sector Composition

1 Technology 1.15%
2 Communication Services 1.09%
3 Consumer Discretionary 0.76%
4 Industrials 0.67%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$522K 0.27%
1,403
+51
27
$500K 0.26%
9,367
+785
28
$494K 0.26%
6,684
-683
29
$461K 0.24%
1,164
+5
30
$454K 0.24%
2,059
-159
31
$408K 0.21%
1,678
+2
32
$377K 0.2%
2,297
+138
33
$335K 0.18%
13,491
+42
34
$315K 0.17%
1,413
-354
35
$306K 0.16%
2,063
-172
36
$293K 0.15%
+5,306
37
$282K 0.15%
1,106
-69
38
$275K 0.14%
849
-23
39
$269K 0.14%
20,120
-2,640
40
$261K 0.14%
707
-29
41
$259K 0.14%
4,446
+192
42
$258K 0.14%
11,007
+38
43
$248K 0.13%
690
+12
44
$245K 0.13%
+1,809
45
$237K 0.12%
10,346
+364
46
$236K 0.12%
1,070
+22
47
$231K 0.12%
+1,816
48
$224K 0.12%
4,255
+219
49
$204K 0.11%
+1,104
50
$54K 0.03%
10,350
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