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
$200M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$4.96M
3
+$2.53M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.07M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.05M

Top Sells

1
+$10.7M
2
+$6.53M
3
+$1.46M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.21M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.01M

Sector Composition

1 Technology 1.28%
2 Communication Services 1.07%
3 Consumer Discretionary 0.73%
4 Healthcare 0.68%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$209K 0.1%
1,548
-261
52
$206K 0.1%
+2,104
53
$201K 0.1%
+877
54
$65K 0.03%
10,473
+123
55
– –
-1,104
1 2
3