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
$191M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$410K
3
+$388K
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$293K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$249K

Top Sells

1
+$441K
2
+$266K
3
+$225K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$215K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$210K

Sector Composition

1 Technology 1.15%
2 Communication Services 1.09%
3 Consumer Discretionary 0.76%
4 Industrials 0.67%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,121
52
– –
-1,779
1 2
3