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
$192M
AUM Growth
-$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$696K
3
+$661K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$338K
5
DHR icon
Danaher
DHR
+$215K

Top Sells

1
+$4.25M
2
+$1.49M
3
+$1.41M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$586K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$544K

Sector Composition

1 Technology 1.4%
2 Communication Services 1.19%
3 Consumer Discretionary 0.74%
4 Healthcare 0.69%
5 Financials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$650K 0.34%
14,084
-7,250
27
$525K 0.27%
6,717
+21
28
$520K 0.27%
10,319
-504
29
$503K 0.26%
1,171
+4
30
$461K 0.24%
1,683
+3
31
$400K 0.21%
2,041
-20
32
$358K 0.19%
17,280
-2,840
33
$353K 0.18%
2,185
+158
34
$332K 0.17%
13,011
-549
35
$313K 0.16%
1,209
+75
36
$305K 0.16%
848
-1
37
$301K 0.16%
2,035
-8
38
$297K 0.15%
1,831
+11
39
$296K 0.15%
5,346
40
$286K 0.15%
732
-676
41
$273K 0.14%
4,917
-25,344
42
$268K 0.14%
11,197
+96
43
$261K 0.14%
700
+10
44
$243K 0.13%
4,635
+360
45
$241K 0.13%
1,096
-10
46
$237K 0.12%
687
-47
47
$235K 0.12%
4,350
-85
48
$220K 0.11%
1,113
+4
49
$219K 0.11%
1,568
+20
50
$215K 0.11%
+796
1
2
3