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
$246M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$8.43M
3
+$1.56M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.07M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.06M

Top Sells

1
+$11.9M
2
+$748K
3
+$556K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$490K
5
UNH icon
UnitedHealth
UNH
+$347K

Sector Composition

1 Technology 1.39%
2 Communication Services 0.65%
3 Financials 0.49%
4 Industrials 0.44%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$209K 0.08%
+3,440
52
$201K 0.08%
+1,726
53
– –
-660
54
– –
-1,090
55
– –
-715
56
– –
-6,015
57
– –
-3,197
1 2
3