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
$206M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$601K
2
+$520K
3
+$482K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$459K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$432K

Top Sells

1
+$890K
2
+$266K
3
+$121K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$65K
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$31K

Sector Composition

1 Technology 1.74%
2 Communication Services 1.18%
3 Healthcare 1.06%
4 Consumer Discretionary 0.87%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$239K 0.12%
+420
52
$232K 0.11%
796
53
$228K 0.11%
4,393
+43
54
$227K 0.11%
2,118
+16
55
$223K 0.11%
+903
56
$219K 0.11%
1,088
-8
57
$217K 0.11%
3,546
-40
58
$214K 0.1%
+716
59
$211K 0.1%
+2,122
60
$209K 0.1%
11,241
+1,180
61
$204K 0.1%
+760
62
$201K 0.1%
+1,426
63
$201K 0.1%
+1,481
64
$62K 0.03%
10,594
+121
1 2
3