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
$250M
AUM Growth
+$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$714K
2
+$644K
3
+$460K
4
TSLA icon
Tesla
TSLA
+$214K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$213K

Top Sells

1
+$347K
2
+$303K
3
+$220K
4
JPM icon
JPMorgan Chase
JPM
+$199K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$171K

Sector Composition

1 Technology 1.62%
2 Communication Services 0.79%
3 Consumer Discretionary 0.52%
4 Healthcare 0.41%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.7M 21.47%
670,007
-4,336
2
$43.9M 17.54%
1,964,529
+9,522
3
$26.6M 10.63%
1,059,528
+18,324
4
$26M 10.38%
739,746
+20,361
5
$18.2M 7.29%
355,328
+2,152
6
$14.6M 5.85%
239,223
+10,522
7
$12.2M 4.86%
249,443
-3,511
8
$8.54M 3.42%
80,161
+1,851
9
$5.87M 2.35%
257,590
+1,986
10
$4.56M 1.82%
237,148
-6,996
11
$3.49M 1.39%
134,355
-2,274
12
$3.11M 1.24%
113,098
+2,366
13
$2.73M 1.09%
37,884
+299
14
$2.62M 1.05%
98,789
-2,306
15
$1.96M 0.78%
77,824
+312
16
$1.72M 0.69%
27,895
-1,504
17
$1.71M 0.68%
3,825
+120
18
$1.66M 0.66%
44,600
-1,233
19
$1.35M 0.54%
34,019
+727
20
$1.16M 0.47%
6,341
+248
21
$928K 0.37%
7,511
+41
22
$916K 0.37%
4,348
+14
23
$839K 0.34%
2,302
+2
24
$817K 0.33%
19,006
-821
25
$804K 0.32%
4,416
+5
1
2 3