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
$96.4M
AUM Growth
-$911K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$6.7M
3
+$6.48M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$874

Top Sells

1
+$8.83M
2
+$2.43M
3
+$2.35M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.33M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.21M

Sector Composition

1 Consumer Discretionary 3.83%
2 Industrials 1%
3 Energy 0.05%
4 Healthcare 0.05%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12K 0.01%
800
27
$10K 0.01%
125
28
$5K 0.01%
51
-142
29
$4K ﹤0.01%
175
30
$4K ﹤0.01%
66
31
$3K ﹤0.01%
27
-66
32
$3K ﹤0.01%
34
33
$3K ﹤0.01%
68
34
$3K ﹤0.01%
73
35
$2K ﹤0.01%
62
-132
36
$2K ﹤0.01%
500
37
$2K ﹤0.01%
320
38
$2K ﹤0.01%
136
-78
39
$2K ﹤0.01%
11
40
$2K ﹤0.01%
53
-73
41
$2K ﹤0.01%
19
42
$2K ﹤0.01%
21
-32
43
$1K ﹤0.01%
6
44
$1K ﹤0.01%
7
45
$1K ﹤0.01%
29
46
– –
-700
47
– –
-240
48
– –
-23
49
– –
-31
50
– –
-35
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