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
$269M
AUM Growth
-$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$932K
3
+$845K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$573K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$432K

Top Sells

1
+$357K
2
+$333K
3
+$248K
4
ELV icon
Elevance Health
ELV
+$206K
5
NVDA icon
NVIDIA
NVDA
+$197K

Sector Composition

1 Technology 1.52%
2 Communication Services 0.75%
3 Consumer Discretionary 0.61%
4 Financials 0.37%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.7M 22.18%
678,681
+2,644
2
$49.4M 18.37%
2,086,496
+64,250
3
$27.2M 10.1%
1,086,980
+11,683
4
$26.6M 9.88%
778,754
+27,301
5
$19.6M 7.3%
358,841
+4,339
6
$16.8M 6.26%
249,528
+2,283
7
$12.9M 4.8%
252,412
+234
8
$8.99M 3.34%
84,391
+2,491
9
$6.95M 2.59%
306,303
+37,245
10
$5.18M 1.93%
280,162
+30,950
11
$4.35M 1.62%
156,811
+15,604
12
$3.95M 1.47%
132,944
+13,742
13
$2.79M 1.04%
38,829
+392
14
$2.36M 0.88%
84,853
+9,777
15
$1.91M 0.71%
31,517
+2,908
16
$1.81M 0.67%
43,963
-559
17
$1.68M 0.62%
3,980
-31
18
$1.41M 0.52%
35,718
+131
19
$1.24M 0.46%
6,504
-44
20
$1.08M 0.4%
4,299
-158
21
$919K 0.34%
2,288
-128
22
$820K 0.31%
30,802
+9,187
23
$790K 0.29%
4,172
-249
24
$770K 0.29%
4,052
+23
25
$743K 0.28%
5,530
-1,467
1
2 3 4 5