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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$18.6M
3
+$8.5M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$7.48M
5
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$7.28M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.79%
2 Healthcare 0.87%
3 Consumer Discretionary 0.62%
4 Consumer Staples 0.49%
5 Technology 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.5M 21.4%
+1,126,855
2
$18.6M 17.74%
+916,615
3
$8.5M 8.1%
+179,518
4
$7.48M 7.12%
+74,925
5
$7.28M 6.93%
+307,612
6
$5.79M 5.51%
+73,043
7
$4.73M 4.51%
+417,858
8
$3.18M 3.03%
+89,018
9
$2.94M 2.8%
+51,232
10
$2.34M 2.23%
+99,717
11
$2.22M 2.11%
+106,934
12
$2.11M 2.01%
+128,348
13
$1.44M 1.37%
+56,712
14
$1.3M 1.23%
+31,380
15
$1.18M 1.13%
+8,841
16
$1.15M 1.1%
+48,954
17
$1.1M 1.05%
+47,442
18
$986K 0.94%
+30,141
19
$887K 0.85%
+22,700
20
$717K 0.68%
+30,344
21
$711K 0.68%
+3,484
22
$590K 0.56%
+4,506
23
$516K 0.49%
+8,783
24
$484K 0.46%
+10,404
25
$409K 0.39%
+1,643
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