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
$192M
AUM Growth
-$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$696K
3
+$661K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$338K
5
DHR icon
Danaher
DHR
+$215K

Top Sells

1
+$4.25M
2
+$1.49M
3
+$1.41M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$586K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$544K

Sector Composition

1 Technology 1.4%
2 Communication Services 1.19%
3 Consumer Discretionary 0.74%
4 Healthcare 0.69%
5 Financials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$211K 0.11%
3,586
+110
52
$207K 0.11%
+2,102
53
$205K 0.11%
10,061
-956
54
$203K 0.11%
880
+3
55
$202K 0.11%
924
-148
56
$69K 0.04%
10,473
57
– –
-2,104
1 2
3