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
$269M
AUM Growth
-$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$932K
3
+$845K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$573K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$432K

Top Sells

1
+$357K
2
+$333K
3
+$248K
4
ELV icon
Elevance Health
ELV
+$206K
5
NVDA icon
NVIDIA
NVDA
+$197K

Sector Composition

1 Technology 1.52%
2 Communication Services 0.75%
3 Consumer Discretionary 0.61%
4 Financials 0.37%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-136
77
– –
-128
78
– –
-280
79
– –
-500
80
– –
-15
81
– –
-15
82
– –
-261
83
– –
-105
84
– –
-891
85
– –
-111
86
– –
-159
87
– –
-51
88
– –
-1,747
89
– –
-514
90
– –
-2,862
91
– –
-1,048
92
– –
-39
93
– –
-2
94
– –
-59
95
– –
-171
96
– –
-14
97
– –
-1,000
98
– –
-555
99
– –
-32
100
– –
-3
2 3
4
5 6