RWM

Rezny Wealth Management Portfolio holdings

AUM $479M
1-Year Est. Return 21.6%
This Quarter Est. Return
1 Year Est. Return
+21.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$953K
3
+$668K
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$623K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$482K

Top Sells

1
+$606K
2
+$551K
3
+$325K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$196K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Financials 8.64%
2 Consumer Discretionary 3.03%
3 Energy 1.15%
4 Industrials 1.13%
5 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24K 0.02%
+261
27
$22K 0.02%
+353
28
$21K 0.02%
+700
29
$18K 0.02%
+166
30
$15K 0.01%
+800
31
$14K 0.01%
+656
32
$13K 0.01%
+125
33
$13K 0.01%
+142
34
$13K 0.01%
+500
35
$12K 0.01%
+405
36
$11K 0.01%
+210
37
$10K 0.01%
+503
38
$10K 0.01%
+121
39
$10K 0.01%
+125
40
$10K 0.01%
+135
41
$10K 0.01%
+190
42
$9K 0.01%
+260
43
$8K 0.01%
+214
44
$8K 0.01%
+119
45
$7K 0.01%
+80
46
$6K 0.01%
+132
47
$6K 0.01%
+93
48
$6K 0.01%
+500
49
$5K ﹤0.01%
+45
50
$5K ﹤0.01%
+175
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