RWM

Reston Wealth Management Portfolio holdings

AUM $327M
1-Year Est. Return 17.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.18M
3
+$2.64M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.34M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.03M

Top Sells

1
+$1.31M
2
+$319K
3
+$265K
4
RTX icon
RTX Corp
RTX
+$240K
5
PG icon
Procter & Gamble
PG
+$218K

Sector Composition

1 Technology 2%
2 Communication Services 0.66%
3 Consumer Discretionary 0.62%
4 Financials 0.54%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$597K 0.21%
19,816
-319
27
$577K 0.2%
6,272
+18
28
$571K 0.2%
2,090
-40
29
$553K 0.19%
2,869
+7
30
$551K 0.19%
707
+55
31
$474K 0.17%
3,514
-299
32
$426K 0.15%
11,707
+14
33
$395K 0.14%
813
-23
34
$377K 0.13%
+1,369
35
$368K 0.13%
3,520
-12,606
36
$356K 0.12%
359
+86
37
$348K 0.12%
1,094
+102
38
$343K 0.12%
3,354
-327
39
$314K 0.11%
4,435
+30
40
$282K 0.1%
6,890
41
$279K 0.1%
559
-66
42
$264K 0.09%
1,422
-151
43
$262K 0.09%
1,575
+108
44
$260K 0.09%
+1,422
45
$257K 0.09%
834
-69
46
$251K 0.09%
461
+35
47
$249K 0.09%
538
+5
48
$233K 0.08%
+1,652
49
$222K 0.08%
+710
50
$220K 0.08%
+300
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