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
$198M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.75M
3
+$1.02M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$593K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$470K

Top Sells

1
+$4.09M
2
+$3.21M
3
+$758K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$738K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$686K

Sector Composition

1 Technology 1.27%
2 Communication Services 0.71%
3 Healthcare 0.59%
4 Consumer Discretionary 0.52%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$205K 0.1%
+363
52
$203K 0.1%
+1,339
53
– –
-9,848
54
– –
-11,900
55
– –
-683
1 2
3