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
$191M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$410K
3
+$388K
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$293K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$249K

Top Sells

1
+$441K
2
+$266K
3
+$225K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$215K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$210K

Sector Composition

1 Technology 1.15%
2 Communication Services 1.09%
3 Consumer Discretionary 0.76%
4 Industrials 0.67%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.1M 17.84%
898,739
+6,560
2
$33.7M 17.65%
597,456
-567
3
$32.1M 16.84%
908,982
+2,776
4
$27M 14.12%
909,389
+274,596
5
$6.53M 3.42%
379,209
-3,861
6
$6.25M 3.27%
129,611
-3,160
7
$5.24M 2.74%
120,311
-10,134
8
$5.06M 2.65%
312,056
+3,936
9
$5.01M 2.62%
266,184
+3,116
10
$4.55M 2.38%
168,748
+15,212
11
$4.41M 2.31%
52,048
-3,138
12
$3.94M 2.06%
119,855
-6,535
13
$2M 1.05%
51,865
+10,043
14
$1.75M 0.92%
69,054
-1,252
15
$1.47M 0.77%
27,504
-1,504
16
$1.47M 0.77%
19,378
+1,950
17
$1.38M 0.72%
43,496
+558
18
$1.25M 0.66%
7,070
-295
19
$1.13M 0.59%
4,781
+202
20
$1.07M 0.56%
23,444
-832
21
$832K 0.44%
5,380
-540
22
$811K 0.42%
7,840
-1,980
23
$794K 0.42%
6,504
-313
24
$763K 0.4%
5,013
+210
25
$571K 0.3%
5,540
+240
1
2 3