RWM

Reston Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 19.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.06M
3
+$922K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$567K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$567K

Top Sells

1
+$531K
2
+$251K
3
+$222K
4
BAC icon
Bank of America
BAC
+$204K
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$110K

Sector Composition

1 Technology 2.3%
2 Communication Services 0.83%
3 Consumer Discretionary 0.54%
4 Financials 0.45%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$219K 0.07%
3,357
+11
52
$216K 0.07%
280
-20
53
$201K 0.06%
+2,933
54
– –
-4,309
55
– –
-461
56
– –
-710
1 2
3