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
$97.3M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$361K
2
+$314K
3
+$152K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$82.2K
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$59.1K

Top Sells

1
+$4.84M
2
+$274K
3
+$115K
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$81.2K
5
BPT
BP Prudhoe Bay Royalty Trust
BPT
+$39.6K

Sector Composition

1 Financials 9.12%
2 Consumer Discretionary 3.57%
3 Industrials 1.31%
4 Energy 0.84%
5 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4K ﹤0.01%
70
52
$4K ﹤0.01%
35
53
$4K ﹤0.01%
45
54
$4K ﹤0.01%
175
55
$4K ﹤0.01%
+80
56
$4K ﹤0.01%
+69
57
$4K ﹤0.01%
73
-20
58
$4K ﹤0.01%
66
-55
59
$4K ﹤0.01%
68
60
$4K ﹤0.01%
52
61
$3K ﹤0.01%
+32
62
$3K ﹤0.01%
33
+8
63
$3K ﹤0.01%
+27
64
$3K ﹤0.01%
320
65
$3K ﹤0.01%
34
66
$3K ﹤0.01%
250
67
$3K ﹤0.01%
264
68
$3K ﹤0.01%
+68
69
$3K ﹤0.01%
+27
70
$2K ﹤0.01%
+23
71
$2K ﹤0.01%
31
72
$2K ﹤0.01%
+18
73
$2K ﹤0.01%
+54
74
$2K ﹤0.01%
34
-19
75
$2K ﹤0.01%
38
-28
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