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

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
151
$36.8K 0.01%
+39
152
$35.9K 0.01%
+622
153
$35.9K 0.01%
+1,494
154
$35.9K 0.01%
+250
155
$35.7K 0.01%
+1,423
156
$34.9K 0.01%
+837
157
$34.9K 0.01%
+1,587
158
$34.7K 0.01%
+636
159
$34.7K 0.01%
+157
160
$33.7K 0.01%
+500
161
$32.9K 0.01%
+3,118
162
$32.5K 0.01%
+516
163
$31.8K 0.01%
+614
164
$31.8K 0.01%
+632
165
$31.2K 0.01%
+1,233
166
$31.1K 0.01%
+966
167
$30.8K 0.01%
+292
168
$30.5K 0.01%
+111
169
$29.8K 0.01%
+103
170
$28.6K 0.01%
+138
171
$28.4K 0.01%
+200
172
$27.3K 0.01%
+433
173
$27K 0.01%
+800
174
$26.8K 0.01%
+317
175
$26.5K 0.01%
+387