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
$195M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$619K
2
+$314K
3
+$314K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$215K
5
BAC icon
Bank of America
BAC
+$206K

Top Sells

1
+$653K
2
+$345K
3
+$329K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$295K
5
IYLD icon
iShares Morningstar Multi-Asset Income ETF
IYLD
+$273K

Sector Composition

1 Technology 1.72%
2 Healthcare 1.03%
3 Communication Services 1.03%
4 Consumer Discretionary 0.83%
5 Financials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$685K 0.35%
5,025
-121
27
$596K 0.31%
2,183
+106
28
$533K 0.27%
1,179
+4
29
$527K 0.27%
6,755
+18
30
$497K 0.25%
11,003
+536
31
$488K 0.25%
9,050
+127
32
$472K 0.24%
17,280
33
$463K 0.24%
1,668
+2
34
$443K 0.23%
1,233
+24
35
$376K 0.19%
2,120
+18
36
$372K 0.19%
831
37
$362K 0.19%
2,057
+22
38
$362K 0.19%
711
+2
39
$344K 0.18%
700
40
$340K 0.17%
13,455
-873
41
$314K 0.16%
+2,936
42
$314K 0.16%
+3,312
43
$286K 0.15%
647
-50
44
$283K 0.15%
5,409
+5
45
$256K 0.13%
895
+13
46
$253K 0.13%
716
47
$246K 0.13%
4,838
+445
48
$245K 0.13%
1,509
+28
49
$242K 0.12%
1,844
+7
50
$242K 0.12%
421
+1
1
2
3