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
$397M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$2.16M
3
+$1.66M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.62M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.47M

Top Sells

1
+$5.7M
2
+$1.08M
3
+$926K
4
USB icon
US Bancorp
USB
+$516K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$274K

Sector Composition

1 Financials 2.38%
2 Technology 1.75%
3 Communication Services 0.86%
4 Consumer Discretionary 0.78%
5 Utilities 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.37%
+14,977
27
$1.38M 0.35%
18,509
+5,752
28
$1.08M 0.27%
2,053
-123
29
$784K 0.2%
4,505
+3,385
30
$628K 0.16%
2,385
31
$574K 0.14%
1,001
-34
32
$223K 0.06%
451
33
$212K 0.05%
650
34
– –
-18,548
35
– –
-13,000
36
– –
-13,672
1
2