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
$247M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$763K
3
+$547K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$313K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$293K

Top Sells

1
+$7.2M
2
+$4.19M
3
+$3.42M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.41M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.26M

Sector Composition

1 Technology 1.51%
2 Communication Services 0.66%
3 Consumer Discretionary 0.52%
4 Healthcare 0.44%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-695
52
– –
-3,326
1 2
3