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
126
$50.6K 0.02%
+143
127
$50.4K 0.02%
+336
128
$49.9K 0.02%
+823
129
$48.3K 0.02%
+210
130
$47.9K 0.02%
+467
131
$47.6K 0.02%
+300
132
$47.3K 0.02%
+159
133
$47K 0.02%
+330
134
$46.8K 0.02%
+567
135
$46.6K 0.02%
+750
136
$45.9K 0.02%
+891
137
$45.4K 0.02%
+211
138
$45.3K 0.02%
+1,000
139
$44.4K 0.02%
+261
140
$43.7K 0.02%
+763
141
$43.1K 0.02%
+380
142
$41.9K 0.02%
+403
143
$41.4K 0.02%
+353
144
$41.1K 0.01%
+498
145
$40.7K 0.01%
+372
146
$40.5K 0.01%
+260
147
$40.5K 0.01%
+1,000
148
$40.3K 0.01%
+203
149
$38.8K 0.01%
+200
150
$37.7K 0.01%
+327
4 5
6
7 8