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
$210M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$813K
3
+$483K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$416K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$364K

Top Sells

1
+$4.04M
2
+$202K
3
+$111K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$68.9K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$41.7K

Sector Composition

1 Technology 1.07%
2 Consumer Discretionary 0.6%
3 Communication Services 0.56%
4 Healthcare 0.56%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$517K 0.25%
14,664
+221
27
$495K 0.24%
6,782
+16
28
$484K 0.23%
4,042
-930
29
$462K 0.22%
3,541
-36
30
$451K 0.21%
11,615
+5,130
31
$441K 0.21%
1,604
-57
32
$406K 0.19%
1,985
+5
33
$404K 0.19%
11,900
34
$377K 0.18%
2,050
+2
35
$373K 0.18%
819
36
$304K 0.14%
684
+3
37
$297K 0.14%
1,797
+145
38
$287K 0.14%
597
+22
39
$283K 0.13%
604
-13
40
$265K 0.13%
+6,270
41
$257K 0.12%
2,623
+117
42
$250K 0.12%
543
+27
43
$237K 0.11%
+9,848
44
$224K 0.11%
3,727
+40
45
$213K 0.1%
+813
46
$207K 0.1%
1,929
+42
47
$204K 0.1%
+683
48
– –
-653
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