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
$181M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$7.04M
3
+$3.88M
4
BND icon
Vanguard Total Bond Market
BND
+$2.1M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.73M

Top Sells

1
+$26.6M
2
+$7.42M
3
+$1.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.27M
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$1M

Sector Composition

1 Technology 0.91%
2 Healthcare 0.65%
3 Industrials 0.62%
4 Communication Services 0.56%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-28,212
52
– –
-1,449
53
– –
-5,482
1 2
3