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
$125M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$2.67M
3
+$2.23M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.83M
5
BND icon
Vanguard Total Bond Market
BND
+$1.09M

Top Sells

1
+$3.2M
2
+$2.3M
3
+$2.28M
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$1.48M
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$444K

Sector Composition

1 Financials 2.93%
2 Healthcare 0.71%
3 Industrials 0.67%
4 Consumer Discretionary 0.66%
5 Technology 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$202K 0.16%
+2,011
52
– –
-12,351
53
– –
-1,869
54
– –
-4,288
1 2
3