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
$219M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$981K
2
+$577K
3
+$571K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$540K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$496K

Top Sells

1
+$682K
2
+$595K
3
+$371K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$365K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$296K

Sector Composition

1 Technology 1.22%
2 Communication Services 0.71%
3 Consumer Discretionary 0.66%
4 Healthcare 0.57%
5 Industrials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$616K 0.28%
4,411
27
$513K 0.24%
6,606
+57
28
$495K 0.23%
2,015
+28
29
$493K 0.23%
3,243
+9
30
$463K 0.21%
2,054
+2
31
$417K 0.19%
878
-116
32
$395K 0.18%
3,754
+1,174
33
$385K 0.18%
7,247
+1,122
34
$383K 0.18%
818
-1
35
$372K 0.17%
10,282
-565
36
$370K 0.17%
7,470
+300
37
$370K 0.17%
634
+21
38
$347K 0.16%
660
+27
39
$317K 0.15%
3,197
-1,797
40
$292K 0.13%
620
+1
41
$271K 0.12%
1,090
+225
42
$257K 0.12%
7,390
43
$257K 0.12%
389
+26
44
$242K 0.11%
534
45
$242K 0.11%
+6,015
46
$237K 0.11%
4,027
+121
47
$237K 0.11%
+1,527
48
$223K 0.1%
624
-10
49
$212K 0.1%
+715
50
– –
-1,803
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