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
$127M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$936K
2
+$437K
3
+$402K
4
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$237K
5
KO icon
Coca-Cola
KO
+$201K

Top Sells

1
+$469K
2
+$337K
3
+$205K
4
IYE icon
iShares US Energy ETF
IYE
+$175K
5
FSK icon
FS KKR Capital
FSK
+$160K

Sector Composition

1 Financials 2.6%
2 Technology 0.82%
3 Healthcare 0.75%
4 Industrials 0.69%
5 Consumer Discretionary 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$201K 0.16%
+3,938
52
$200K 0.16%
+2,592
53
– –
-7,359
1 2
3