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

Top Sells

1 +$47.5M
2 +$13.1M
3 +$7.58M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.96M
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
-1,412
27
-30,405