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
$168M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$2.14M
3
+$1.42M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.32M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$794K

Top Sells

1
+$5.49M
2
+$4.65M
3
+$668K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$588K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$513K

Sector Composition

1 Technology 0.88%
2 Healthcare 0.65%
3 Communication Services 0.63%
4 Industrials 0.59%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,591
52
– –
-4,113
53
– –
-17,270
54
– –
-8,379
55
– –
-12,802
56
– –
-423
57
– –
-5,786
58
– –
-1,514
1 2
3