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
$269M
AUM Growth
-$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$932K
3
+$845K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$573K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$432K

Top Sells

1
+$357K
2
+$333K
3
+$248K
4
ELV icon
Elevance Health
ELV
+$206K
5
NVDA icon
NVIDIA
NVDA
+$197K

Sector Composition

1 Technology 1.52%
2 Communication Services 0.75%
3 Consumer Discretionary 0.61%
4 Financials 0.37%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$688K 0.26%
3,136
+67
27
$630K 0.23%
8,334
+115
28
$583K 0.22%
2,433
-1,390
29
$578K 0.21%
2,072
+9
30
$563K 0.21%
6,371
+22
31
$492K 0.18%
637
+3
32
$489K 0.18%
3,802
+14
33
$406K 0.15%
896
+220
34
$383K 0.14%
949
-133
35
$354K 0.13%
3,200
36
$350K 0.13%
597
-39
37
$337K 0.13%
718
-100
38
$326K 0.12%
+11,541
39
$309K 0.12%
2,672
+2,605
40
$269K 0.1%
6,890
-500
41
$250K 0.09%
854
-30
42
$250K 0.09%
4,015
-70
43
$248K 0.09%
510
44
$248K 0.09%
1,394
-18
45
$243K 0.09%
265
-66
46
$218K 0.08%
417
47
$209K 0.08%
16,217
+442
48
$207K 0.08%
3,326
-137
49
$203K 0.08%
1,459
+9
50
$201K 0.07%
695
+1
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