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
$314M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$11.6M
3
+$11.3M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$7.23M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$6.12M

Top Sells

1
+$44.6M
2
+$12.6M
3
+$8.18M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2M
5
BAM icon
Brookfield Asset Management
BAM
+$1.01M

Sector Composition

1 Financials 2.13%
2 Technology 0.5%
3 Industrials 0.4%
4 Utilities 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,271
27
– –
-7,038
1
2