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
$200M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$4.96M
3
+$2.53M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$1.07M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.05M

Top Sells

1
+$10.7M
2
+$6.53M
3
+$1.46M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.21M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.01M

Sector Composition

1 Technology 1.28%
2 Communication Services 1.07%
3 Consumer Discretionary 0.73%
4 Healthcare 0.68%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.1M 18.08%
914,020
+15,281
2
$32.3M 16.14%
1,074,667
+165,278
3
$26.9M 13.46%
427,380
-170,076
4
$26.9M 13.46%
731,459
-177,523
5
$7.31M 3.66%
151,088
+21,477
6
$7.28M 3.64%
+84,951
7
$7.14M 3.57%
261,570
+92,822
8
$7M 3.5%
383,868
+4,659
9
$6.49M 3.25%
144,008
+23,697
10
$4.49M 2.24%
245,832
-66,224
11
$4.24M 2.12%
214,926
-51,258
12
$4.03M 2.02%
109,465
-10,390
13
$3.01M 1.51%
35,036
-17,012
14
$2.5M 1.25%
62,817
+10,952
15
$2.48M 1.24%
75,384
+31,888
16
$2.06M 1.03%
75,786
+6,732
17
$1.7M 0.85%
30,261
+2,757
18
$1.34M 0.67%
7,086
+16
19
$1.3M 0.65%
16,540
-2,838
20
$1.27M 0.63%
4,685
-96
21
$1.01M 0.5%
21,334
-2,110
22
$985K 0.49%
7,860
+20
23
$925K 0.46%
5,380
24
$892K 0.45%
6,516
+12
25
$786K 0.39%
5,056
+43
1
2 3