RWM

Reston Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 19.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.06M
3
+$922K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$567K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$567K

Top Sells

1
+$531K
2
+$251K
3
+$222K
4
BAC icon
Bank of America
BAC
+$204K
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$110K

Sector Composition

1 Technology 2.3%
2 Communication Services 0.83%
3 Consumer Discretionary 0.54%
4 Financials 0.45%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$637K 0.21%
2,903
+19
27
$607K 0.2%
6,291
+19
28
$602K 0.19%
2,877
+8
29
$545K 0.18%
2,092
+2
30
$529K 0.17%
694
-13
31
$513K 0.17%
3,524
+10
32
$499K 0.16%
1,123
+29
33
$489K 0.16%
3,354
34
$460K 0.15%
1,394
+25
35
$389K 0.13%
11,702
-5
36
$360K 0.12%
716
-97
37
$341K 0.11%
1,471
+49
38
$337K 0.11%
364
+5
39
$325K 0.11%
534
-25
40
$320K 0.1%
640
+102
41
$296K 0.1%
6,890
42
$278K 0.09%
1,751
+99
43
$278K 0.09%
4,195
-240
44
$276K 0.09%
2,592
-928
45
$276K 0.09%
1,347
-75
46
$266K 0.09%
1,382
-193
47
$266K 0.09%
+1,789
48
$250K 0.08%
831
+15
49
$247K 0.08%
843
+9
50
$233K 0.08%
700
+2
1
2
3