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
$310M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.1M
3
+$932K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$578K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$573K

Top Sells

1
+$536K
2
+$251K
3
+$222K
4
BAC icon
Bank of America
BAC
+$204K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$114K

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
IJH icon
51
iShares Core S&P Mid-Cap ETF
IJH
$101B
$219K 0.07%
3,357
+11
MCK icon
52
McKesson
MCK
$107B
$216K 0.07%
280
-20
CSCO icon
53
Cisco
CSCO
$301B
$201K 0.06%
+2,933
BAC icon
54
Bank of America
BAC
$389B
– –
-4,309
ISRG icon
55
Intuitive Surgical
ISRG
$202B
– –
-461
RCL icon
56
Royal Caribbean
RCL
$72.8B
– –
-710
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3