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
$181M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$7.04M
3
+$3.88M
4
BND icon
Vanguard Total Bond Market
BND
+$2.1M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.73M

Top Sells

1
+$26.6M
2
+$7.42M
3
+$1.55M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.27M
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$1M

Sector Composition

1 Technology 0.91%
2 Healthcare 0.65%
3 Industrials 0.62%
4 Communication Services 0.56%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.5M 16.85%
1,712,028
+1,285,956
2
$24.5M 13.51%
823,703
+58,285
3
$22.7M 12.55%
448,136
+6,705
4
$22.2M 12.26%
883,347
-295,343
5
$16.3M 9.02%
384,325
+165,550
6
$10.9M 6.04%
147,292
+52,233
7
$9.5M 5.25%
244,161
-683,297
8
$5.45M 3.01%
238,764
-55,722
9
$4.31M 2.38%
267,422
-96,100
10
$4.18M 2.31%
58,151
+29,211
11
$4.05M 2.24%
291,784
+16,796
12
$3.42M 1.89%
156,351
+78,276
13
$2.64M 1.46%
111,675
+5,453
14
$2.3M 1.27%
75,700
-4,445
15
$2.09M 1.16%
89,674
+2,076
16
$1.57M 0.87%
+16,168
17
$1.24M 0.68%
32,500
-101
18
$1.12M 0.62%
27,870
-7,009
19
$912K 0.5%
6,867
+385
20
$846K 0.47%
3,528
-75
21
$707K 0.39%
10,776
-1,985
22
$650K 0.36%
4,846
+21
23
$595K 0.33%
6,702
+542
24
$588K 0.33%
4,528
-80
25
$544K 0.3%
16,200
-3,844
1
2 3