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
$284M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.05M
3
+$1.01M
4
LHX icon
L3Harris
LHX
+$875K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$207K

Top Sells

1
+$4.08M
2
+$2.4M
3
+$1.31M
4
BND icon
Vanguard Total Bond Market
BND
+$806K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$391K

Sector Composition

1 Financials 2.83%
2 Industrials 0.62%
3 Technology 0.37%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-8,000
27
– –
-1,030
28
– –
-11,666
1
2