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
$276M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$532K
3
+$500K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$440K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$412K

Top Sells

1
+$2.25M
2
+$850K
3
+$441K
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$367K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$71.6K

Sector Composition

1 Technology 1.97%
2 Consumer Discretionary 0.94%
3 Healthcare 0.87%
4 Communication Services 0.84%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$687K 0.25%
8,219
-172
27
$631K 0.23%
21,615
-77,174
28
$572K 0.21%
3,069
-15
29
$562K 0.2%
634
+1
30
$560K 0.2%
6,349
+25
31
$513K 0.19%
2,063
+2
32
$476K 0.17%
3,788
+14
33
$432K 0.16%
818
34
$365K 0.13%
636
+3
35
$357K 0.13%
1,450
+26
36
$311K 0.11%
676
37
$307K 0.11%
3,200
38
$298K 0.11%
510
+1
39
$294K 0.11%
331
40
$294K 0.11%
4,085
+28
41
$285K 0.1%
7,390
42
$283K 0.1%
1,082
43
$279K 0.1%
1,412
+10
44
$248K 0.09%
2,112
+136
45
$245K 0.09%
884
46
$236K 0.09%
1,450
+90
47
$216K 0.08%
3,463
+13
48
$206K 0.07%
397
-4
49
$205K 0.07%
+417
50
$204K 0.07%
15,775
+433
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