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
$168M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$2.14M
3
+$1.42M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.32M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$794K

Top Sells

1
+$5.49M
2
+$4.65M
3
+$668K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$588K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$513K

Sector Composition

1 Technology 0.88%
2 Healthcare 0.65%
3 Communication Services 0.63%
4 Industrials 0.59%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$592K 0.35%
6,160
-480
27
$586K 0.35%
13,317
-124,798
28
$504K 0.3%
4,825
-233
29
$496K 0.3%
1,387
+4
30
$461K 0.27%
4,820
-500
31
$423K 0.25%
6,807
+32
32
$418K 0.25%
3,695
-900
33
$413K 0.25%
9,220
+2,255
34
$386K 0.23%
1,980
-177
35
$385K 0.23%
819
-14
36
$347K 0.21%
1,649
37
$333K 0.2%
13,818
-3,742
38
$330K 0.2%
4,128
+700
39
$311K 0.19%
617
-102
40
$308K 0.18%
679
-21
41
$286K 0.17%
2,044
+1
42
$257K 0.15%
1,573
-484
43
$239K 0.14%
1,449
-111
44
$222K 0.13%
686
-219
45
$219K 0.13%
5,482
46
$218K 0.13%
822
-279
47
$212K 0.13%
549
-12
48
$204K 0.12%
3,633
-369
49
– –
-2,538
50
– –
-3,982
1
2
3