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
$250M
AUM Growth
+$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$714K
2
+$644K
3
+$460K
4
TSLA icon
Tesla
TSLA
+$214K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$213K

Top Sells

1
+$347K
2
+$303K
3
+$220K
4
JPM icon
JPMorgan Chase
JPM
+$199K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$171K

Sector Composition

1 Technology 1.62%
2 Communication Services 0.79%
3 Consumer Discretionary 0.52%
4 Healthcare 0.41%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$211K 0.08%
884
+26
52
$202K 0.08%
3,450
+10
53
$196K 0.08%
+15,342
54
– –
-5,120
1 2
3