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
76
$115K 0.04%
+2,163
77
$112K 0.04%
+2,746
78
$111K 0.04%
+2,423
79
$109K 0.04%
+220
80
$108K 0.04%
+612
81
$106K 0.04%
+700
82
$104K 0.04%
+770
83
$104K 0.04%
+2,458
84
$100K 0.04%
+1,637
85
$99.3K 0.04%
+2,502
86
$99K 0.04%
+1,458
87
$98.6K 0.04%
+523
88
$94.7K 0.03%
+419
89
$93.1K 0.03%
+2,680
90
$92.6K 0.03%
+1,186
91
$92.3K 0.03%
+826
92
$90K 0.03%
+1,121
93
$87.5K 0.03%
+514
94
$86.1K 0.03%
+1,066
95
$85.1K 0.03%
+4,605
96
$84.6K 0.03%
+3,741
97
$82.8K 0.03%
+2,862
98
$80K 0.03%
+220
99
$78.7K 0.03%
+690
100
$78.6K 0.03%
+653
2 3
4
5 6