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
$176M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$868K
2
+$592K
3
+$519K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$511K
5
UNP icon
Union Pacific
UNP
+$462K

Top Sells

1
+$477K
2
+$284K
3
+$197K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$167K
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$136K

Sector Composition

1 Technology 1.26%
2 Communication Services 1.02%
3 Consumer Discretionary 0.95%
4 Industrials 0.7%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.1M 18.78%
598,023
+4,501
2
$30.7M 17.43%
892,179
+15,080
3
$30.6M 17.37%
906,206
+17,554
4
$19.5M 11.1%
634,793
+28,179
5
$6.54M 3.72%
132,771
+10,360
6
$5.78M 3.28%
383,070
+7,464
7
$5.63M 3.2%
130,445
-4,552
8
$4.95M 2.81%
308,120
+2,752
9
$4.87M 2.76%
55,186
-5,412
10
$4.74M 2.69%
263,068
+12,072
11
$4.3M 2.44%
153,536
+11,962
12
$4.12M 2.34%
126,390
-5,135
13
$1.62M 0.92%
41,822
-3,513
14
$1.51M 0.86%
29,008
-732
15
$1.51M 0.86%
70,306
+1,318
16
$1.32M 0.75%
42,938
+1,782
17
$1.27M 0.72%
17,428
+225
18
$1.21M 0.69%
7,365
+58
19
$1.02M 0.58%
4,579
+141
20
$981K 0.56%
24,276
+270
21
$964K 0.55%
5,920
22
$905K 0.51%
6,817
+766
23
$860K 0.49%
9,820
24
$610K 0.35%
4,803
+2,160
25
$505K 0.29%
7,367
+23
1
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