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
$198M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.75M
3
+$1.02M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$593K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$470K

Top Sells

1
+$4.09M
2
+$3.21M
3
+$758K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$738K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$686K

Sector Composition

1 Technology 1.27%
2 Communication Services 0.71%
3 Healthcare 0.59%
4 Consumer Discretionary 0.52%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$477K 0.24%
1,794
+190
27
$470K 0.24%
+4,994
28
$454K 0.23%
6,549
-233
29
$425K 0.21%
994
-410
30
$411K 0.21%
3,234
-307
31
$405K 0.2%
1,987
+2
32
$403K 0.2%
2,052
+2
33
$368K 0.19%
10,847
-3,817
34
$361K 0.18%
819
35
$329K 0.17%
613
+9
36
$319K 0.16%
633
+36
37
$312K 0.16%
7,170
+900
38
$303K 0.15%
6,125
-4,645
39
$296K 0.15%
+6,767
40
$269K 0.14%
619
-65
41
$259K 0.13%
1,665
-132
42
$254K 0.13%
6,878
-4,737
43
$243K 0.12%
2,580
-43
44
$239K 0.12%
+7,390
45
$222K 0.11%
+634
46
$219K 0.11%
3,906
+179
47
$218K 0.11%
534
-9
48
$216K 0.11%
865
+52
49
$212K 0.11%
1,803
-126
50
$212K 0.11%
+880
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