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
$297M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$1.15M
3
+$1.02M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$925K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$848K

Top Sells

1
+$1.06M
2
+$378K
3
+$222K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$73.6K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$66.6K

Sector Composition

1 Financials 2.35%
2 Consumer Discretionary 0.51%
3 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,341
27
– –
-15,048
1
2