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
$285M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.18M
3
+$2.64M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.34M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.03M

Top Sells

1
+$1.31M
2
+$319K
3
+$265K
4
RTX icon
RTX Corp
RTX
+$240K
5
PG icon
Procter & Gamble
PG
+$218K

Sector Composition

1 Technology 2%
2 Communication Services 0.66%
3 Consumer Discretionary 0.62%
4 Financials 0.54%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$213K 0.07%
+698
52
$210K 0.07%
+816
53
$208K 0.07%
+3,346
54
$204K 0.07%
+4,309
55
– –
-16,686
56
– –
-1,277
57
– –
-1,811
58
– –
-2,228
1 2
3