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
$276M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$532K
3
+$500K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$440K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$412K

Top Sells

1
+$2.25M
2
+$850K
3
+$441K
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$367K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$71.6K

Sector Composition

1 Technology 1.97%
2 Consumer Discretionary 0.94%
3 Healthcare 0.87%
4 Communication Services 0.84%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$194K 0.07%
2,233
-492
52
$194K 0.07%
+636
53
$192K 0.07%
+694
54
$185K 0.07%
+90
55
$181K 0.07%
+1,048
56
$168K 0.06%
+415
57
$164K 0.06%
+352
58
$164K 0.06%
+1,616
59
$156K 0.06%
+1,780
60
$156K 0.06%
+6,648
61
$156K 0.06%
+1,747
62
$154K 0.06%
+6,676
63
$149K 0.05%
+301
64
$144K 0.05%
+715
65
$140K 0.05%
+917
66
$137K 0.05%
2,314
-7,454
67
$133K 0.05%
+2,925
68
$133K 0.05%
+1,277
69
$128K 0.05%
+1,597
70
$127K 0.05%
+735
71
$126K 0.05%
+708
72
$123K 0.04%
+313
73
$121K 0.04%
+746
74
$119K 0.04%
+203
75
$117K 0.04%
+165
1 2
3
4 5