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
$246M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$8.43M
3
+$1.56M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.07M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.06M

Top Sells

1
+$11.9M
2
+$748K
3
+$556K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$490K
5
UNH icon
UnitedHealth
UNH
+$347K

Sector Composition

1 Technology 1.39%
2 Communication Services 0.65%
3 Financials 0.49%
4 Industrials 0.44%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$685K 0.28%
8,583
-537
27
$675K 0.27%
7,470
28
$666K 0.27%
4,411
29
$564K 0.23%
3,124
-119
30
$557K 0.23%
6,622
+16
31
$548K 0.22%
6,599
-142,886
32
$544K 0.22%
9,779
+2,532
33
$520K 0.21%
2,060
+6
34
$494K 0.2%
635
+1
35
$465K 0.19%
1,892
-123
36
$434K 0.18%
3,764
+10
37
$392K 0.16%
818
38
$356K 0.14%
681
-197
39
$348K 0.14%
9,463
-819
40
$322K 0.13%
621
+1
41
$290K 0.12%
396
+7
42
$273K 0.11%
+1,353
43
$270K 0.11%
7,390
44
$262K 0.11%
624
45
$262K 0.11%
1,440
-87
46
$246K 0.1%
4,027
47
$238K 0.1%
523
-11
48
$232K 0.09%
+3,200
49
$220K 0.09%
+5,120
50
$214K 0.09%
+858
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