RWM

Reston Wealth Management Portfolio holdings

AUM $327M
1-Year Est. Return 17.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.82%
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
+$724K
2
+$645K
3
+$457K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$210K
5
BGT icon
BlackRock Floating Rate Income Trust
BGT
+$200K

Top Sells

1
+$324K
2
+$308K
3
+$220K
4
JPM icon
JPMorgan Chase
JPM
+$193K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$172K

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