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
$112M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$5.18M
3
+$3.43M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.85M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$965K

Top Sells

1
+$19.6M
2
+$7.72M
3
+$7.33M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$3.67M
5
FSK icon
FS KKR Capital
FSK
+$2.45M

Sector Composition

1 Technology 1.2%
2 Consumer Discretionary 0.92%
3 Industrials 0.9%
4 Financials 0.8%
5 Healthcare 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-102,911
52
– –
-1,663
53
– –
-7,310
54
– –
-5,200
55
– –
-16,537
1 2
3