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
$180M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$6.33M
3
+$1.39M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.35M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.32M

Top Sells

1
+$5.13M
2
+$2.22M
3
+$1.57M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$591K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$467K

Sector Composition

1 Technology 1.32%
2 Healthcare 1.01%
3 Communication Services 0.84%
4 Industrials 0.61%
5 Consumer Discretionary 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$675K 0.38%
8,968
-20,903
27
$588K 0.33%
5,786
+2,850
28
$580K 0.32%
5,320
-100
29
$570K 0.32%
5,058
+33
30
$522K 0.29%
1,383
+204
31
$513K 0.29%
12,802
+1,799
32
$488K 0.27%
4,595
-345
33
$460K 0.26%
2,157
-26
34
$438K 0.24%
6,775
+20
35
$432K 0.24%
17,560
-18,996
36
$418K 0.23%
+8,379
37
$399K 0.22%
833
+2
38
$369K 0.21%
719
+8
39
$365K 0.2%
2,057
-63
40
$361K 0.2%
1,649
-19
41
$338K 0.19%
700
42
$334K 0.19%
6,965
-2,085
43
$293K 0.16%
905
+10
44
$293K 0.16%
3,428
+116
45
$278K 0.15%
2,043
-14
46
$264K 0.15%
+1,560
47
$262K 0.15%
17,270
-10
48
$262K 0.15%
12,528
-927
49
$252K 0.14%
4,002
+97
50
$247K 0.14%
1,101
-132
1
2
3