RWM

Rezny Wealth Management Portfolio holdings

AUM $496M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.55%
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
+$433K
2
+$330K
3
+$161K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$137K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$15.5K

Top Sells

1
+$946K
2
+$438K
3
+$399K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$392K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$77.3K

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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