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
176
$26K 0.01%
+1,240
177
$25.9K 0.01%
+80
178
$25.8K 0.01%
+152
179
$25.5K 0.01%
+492
180
$25.4K 0.01%
+700
181
$25.4K 0.01%
+146
182
$24.3K 0.01%
+312
183
$24.2K 0.01%
+97
184
$24.2K 0.01%
+48
185
$23.8K 0.01%
+75
186
$23.4K 0.01%
+240
187
$22.7K 0.01%
+401
188
$22.3K 0.01%
+77
189
$21.2K 0.01%
+129
190
$21.1K 0.01%
+110
191
$20.8K 0.01%
+150
192
$20.6K 0.01%
+158
193
$20.5K 0.01%
+500
194
$20.5K 0.01%
+600
195
$19.8K 0.01%
+406
196
$18.6K 0.01%
+36
197
$18.6K 0.01%
+506
198
$18.5K 0.01%
+102
199
$18.2K 0.01%
+614
200
$18K 0.01%
+1,000