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
$180M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$6.33M
3
+$1.39M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.35M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.32M

Top Sells

1
+$5.13M
2
+$2.22M
3
+$1.57M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$591K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$467K

Sector Composition

1 Technology 1.32%
2 Healthcare 1.01%
3 Communication Services 0.84%
4 Industrials 0.61%
5 Consumer Discretionary 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$247K 0.14%
5,482
+73
52
$241K 0.13%
561
-86
53
$232K 0.13%
1,514
+5
54
$229K 0.13%
1,591
+15
55
$217K 0.12%
2,538
-227
56
$216K 0.12%
4,113
-243
57
$203K 0.11%
423
+2
58
$202K 0.11%
3,982
-856
59
– –
-1,119
60
– –
-2,124
61
– –
-775
62
– –
-1,844
63
– –
-5,009
64
– –
-897
65
– –
-716
1 2
3