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
$247M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$763K
3
+$547K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$313K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$293K

Top Sells

1
+$7.2M
2
+$4.19M
3
+$3.42M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.41M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.26M

Sector Composition

1 Technology 1.51%
2 Communication Services 0.66%
3 Consumer Discretionary 0.52%
4 Healthcare 0.44%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$555K 0.22%
20,135
-10,667
27
$538K 0.22%
652
+15
28
$532K 0.22%
6,254
-117
29
$528K 0.21%
2,777
-359
30
$507K 0.21%
2,130
+58
31
$493K 0.2%
2,862
-1,190
32
$465K 0.19%
3,813
+11
33
$445K 0.18%
836
-60
34
$387K 0.16%
11,693
+152
35
$330K 0.13%
1,573
+179
36
$320K 0.13%
625
-93
37
$315K 0.13%
4,405
+390
38
$285K 0.12%
3,681
+481
39
$276K 0.11%
903
+49
40
$265K 0.11%
+2,228
41
$265K 0.11%
6,890
42
$258K 0.1%
273
+8
43
$257K 0.1%
992
+43
44
$240K 0.1%
1,811
-861
45
$238K 0.1%
533
+23
46
$218K 0.09%
+1,277
47
$214K 0.09%
1,467
+8
48
$211K 0.09%
426
+9
49
$207K 0.08%
16,686
+469
50
– –
-35,718
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