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
101
$77.7K 0.03%
+284
102
$76.4K 0.03%
+652
103
$76.2K 0.03%
+160
104
$75K 0.03%
+152
105
$74.3K 0.03%
+377
106
$72K 0.03%
+6,639
107
$71.9K 0.03%
+747
108
$71.2K 0.03%
+123
109
$70.1K 0.03%
+555
110
$69.3K 0.03%
+1,211
111
$67.3K 0.02%
+609
112
$67.1K 0.02%
+910
113
$66K 0.02%
+284
114
$63.9K 0.02%
+434
115
$63.6K 0.02%
+235
116
$63.1K 0.02%
+753
117
$61.3K 0.02%
+107
118
$60K 0.02%
+253
119
$59.9K 0.02%
+150
120
$57.8K 0.02%
+476
121
$56.6K 0.02%
+1,260
122
$55.3K 0.02%
+413
123
$53.6K 0.02%
+1,183
124
$52K 0.02%
+346
125
$50.6K 0.02%
+722
3 4
5
6 7