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
$276M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$532K
3
+$500K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$440K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$412K

Top Sells

1
+$2.25M
2
+$850K
3
+$441K
4
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$367K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$71.6K

Sector Composition

1 Technology 1.97%
2 Consumer Discretionary 0.94%
3 Healthcare 0.87%
4 Communication Services 0.84%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.1M 20.29%
676,037
+6,030
2
$48.4M 17.51%
2,022,246
+57,717
3
$28.2M 10.22%
751,453
+11,707
4
$28.1M 10.17%
1,075,297
+15,769
5
$19.4M 7.02%
354,502
-826
6
$16.4M 5.94%
247,245
+8,022
7
$13.3M 4.82%
252,178
+2,735
8
$8.9M 3.22%
81,900
+1,739
9
$6.39M 2.31%
269,058
+11,468
10
$5.12M 1.85%
249,212
+12,064
11
$3.91M 1.42%
141,207
+6,852
12
$3.55M 1.29%
119,202
+6,104
13
$2.89M 1.04%
38,437
+553
14
$1.96M 0.71%
75,076
-2,748
15
$1.94M 0.7%
28,609
+714
16
$1.75M 0.63%
44,522
-78
17
$1.73M 0.62%
4,011
+186
18
$1.47M 0.53%
35,587
+1,568
19
$1.09M 0.4%
6,548
+207
20
$1.04M 0.38%
4,457
+109
21
$907K 0.33%
2,416
+114
22
$850K 0.31%
6,997
-514
23
$806K 0.29%
3,823
+127
24
$733K 0.27%
4,421
+5
25
$733K 0.27%
4,029
+13
1
2 3 4 5