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
$110M
AUM Growth
+$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$953K
3
+$668K
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$623K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$482K

Top Sells

1
+$606K
2
+$551K
3
+$325K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$196K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$186K

Sector Composition

1 Financials 8.64%
2 Consumer Discretionary 3.03%
3 Energy 1.15%
4 Industrials 1.13%
5 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5K ﹤0.01%
+66
52
$5K ﹤0.01%
+42
53
$5K ﹤0.01%
+81
54
$5K ﹤0.01%
+52
55
$5K ﹤0.01%
+70
56
$4K ﹤0.01%
+158
57
$4K ﹤0.01%
+35
58
$4K ﹤0.01%
+90
59
$4K ﹤0.01%
+71
60
$4K ﹤0.01%
+42
61
$4K ﹤0.01%
+53
62
$4K ﹤0.01%
+122
63
$4K ﹤0.01%
+66
64
$4K ﹤0.01%
+250
65
$4K ﹤0.01%
+55
66
$4K ﹤0.01%
+246
67
$4K ﹤0.01%
+73
68
$4K ﹤0.01%
+47
69
$4K ﹤0.01%
+68
70
$4K ﹤0.01%
+74
71
$4K ﹤0.01%
+100
72
$3K ﹤0.01%
+500
73
$3K ﹤0.01%
+120
74
$3K ﹤0.01%
+320
75
$3K ﹤0.01%
+34
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