RWM

Rezny Wealth Management Portfolio holdings

AUM $464M
1-Year Est. Return 22.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$479M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$5.21M
3
+$2.4M
4
GS icon
Goldman Sachs
GS
+$199K
5
AMZN icon
Amazon
AMZN
+$115K

Top Sells

1
+$3.31M
2
+$2.57M
3
+$2.12M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.99M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$766K

Sector Composition

1 Technology 4%
2 Consumer Discretionary 2.04%
3 Industrials 1.53%
4 Communication Services 1.08%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.43%
4,107
+12
27
$2.05M 0.43%
28,659
-39
28
$1.61M 0.34%
19,071
+134
29
$1.52M 0.32%
22,727
+193
30
$1.48M 0.31%
11,646
+65
31
$1.35M 0.28%
2,204
32
$1.2M 0.25%
29,333
+601
33
$783K 0.16%
1,176
34
$626K 0.13%
2,035
35
$328K 0.07%
2,330
36
$246K 0.05%
650
37
$214K 0.04%
+269
38
$207K 0.04%
630
-37
39
– –
-187,957
40
– –
-38,381
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