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
$181M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$7.04M
3
+$3.88M
4
BND icon
Vanguard Total Bond Market
BND
+$2.1M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.73M

Top Sells

1
+$26.6M
2
+$7.42M
3
+$1.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.27M
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$1M

Sector Composition

1 Technology 0.91%
2 Healthcare 0.65%
3 Industrials 0.62%
4 Communication Services 0.56%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$533K 0.29%
1,393
+6
27
$469K 0.26%
9,947
+727
28
$461K 0.25%
6,839
+32
29
$447K 0.25%
819
30
$427K 0.24%
4,842
+22
31
$411K 0.23%
1,983
+3
32
$365K 0.2%
4,054
-74
33
$359K 0.2%
+11,900
34
$355K 0.2%
1,658
+9
35
$349K 0.19%
681
+2
36
$328K 0.18%
618
+1
37
$305K 0.17%
2,046
+2
38
$286K 0.16%
3,400
-295
39
$279K 0.15%
1,582
+9
40
$257K 0.14%
529
-20
41
$238K 0.13%
9,862
-3,956
42
$235K 0.13%
3,687
+54
43
$234K 0.13%
6,319
-21,480
44
$221K 0.12%
604
-82
45
$212K 0.12%
+2,496
46
$205K 0.11%
+860
47
$200K 0.11%
+1,817
48
– –
-14,046
49
– –
-822
50
– –
-13,317
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