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
$94.8M
AUM Growth
-$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$457K
2
+$347K
3
+$173K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$138K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$16.7K

Top Sells

1
+$946K
2
+$464K
3
+$431K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$400K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$82.6K

Sector Composition

1 Consumer Discretionary 3.52%
2 Consumer Staples 0%
3 Energy 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
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