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
201
– –
-113
202
– –
-7
203
– –
-2
204
– –
-3,118
205
– –
-10
206
– –
-114
207
– –
-18
208
– –
-20
209
– –
-203
210
– –
-47
211
– –
-8
212
– –
-6
213
– –
-29
214
– –
-113
215
– –
-36
216
– –
-523
217
– –
-107
218
– –
-753
219
– –
-70
220
– –
-185
221
– –
-54
222
– –
-48
223
– –
-612
224
– –
-152
225
– –
-600
7 8
9
10 11