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
$250M
AUM Growth
+$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$714K
2
+$644K
3
+$460K
4
TSLA icon
Tesla
TSLA
+$214K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$213K

Top Sells

1
+$347K
2
+$303K
3
+$220K
4
JPM icon
JPMorgan Chase
JPM
+$199K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$171K

Sector Composition

1 Technology 1.62%
2 Communication Services 0.79%
3 Consumer Discretionary 0.52%
4 Healthcare 0.41%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$747K 0.3%
3,696
-985
27
$678K 0.27%
4,016
28
$657K 0.26%
8,391
-192
29
$596K 0.24%
3,084
-40
30
$573K 0.23%
633
-2
31
$550K 0.22%
9,768
-11
32
$513K 0.21%
6,324
-298
33
$498K 0.2%
2,061
+1
34
$448K 0.18%
3,774
+10
35
$358K 0.14%
9,699
+236
36
$357K 0.14%
818
37
$345K 0.14%
633
-48
38
$322K 0.13%
1,424
-468
39
$281K 0.11%
331
-65
40
$280K 0.11%
3,200
41
$277K 0.11%
7,390
42
$275K 0.11%
676
+52
43
$258K 0.1%
4,057
+30
44
$241K 0.1%
1,402
-38
45
$238K 0.1%
509
-14
46
$236K 0.09%
1,360
+7
47
$227K 0.09%
1,976
+250
48
$217K 0.09%
401
-220
49
$214K 0.09%
+1,082
50
$213K 0.09%
2,725
-3,874
1
2
3