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
$200M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$4.96M
3
+$2.53M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.07M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.05M

Top Sells

1
+$10.7M
2
+$6.53M
3
+$1.46M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.21M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.01M

Sector Composition

1 Technology 1.28%
2 Communication Services 1.07%
3 Consumer Discretionary 0.73%
4 Healthcare 0.68%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$657K 0.33%
5,380
-160
27
$597K 0.3%
10,823
+1,456
28
$564K 0.28%
1,408
+5
29
$531K 0.27%
6,696
+12
30
$500K 0.25%
1,167
+3
31
$456K 0.23%
1,680
+2
32
$453K 0.23%
2,061
+2
33
$402K 0.2%
20,120
34
$354K 0.18%
13,560
+69
35
$334K 0.17%
2,027
-270
36
$309K 0.15%
849
37
$307K 0.15%
5,346
+40
38
$282K 0.14%
1,820
+4
39
$279K 0.14%
2,043
-20
40
$278K 0.14%
734
+27
41
$268K 0.13%
11,101
+94
42
$265K 0.13%
1,106
43
$263K 0.13%
690
44
$257K 0.13%
1,134
-279
45
$248K 0.12%
4,435
-11
46
$246K 0.12%
1,072
+2
47
$239K 0.12%
11,017
+671
48
$231K 0.12%
4,275
+20
49
$219K 0.11%
+3,476
50
$218K 0.11%
+1,109
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