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

Top Buys

1
+$344K
2
+$293K
3
+$136K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$77.6K
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$55.1K

Top Sells

1
+$4.84M
2
+$261K
3
+$104K
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$74K
5
BPT
BP Prudhoe Bay Royalty Trust
BPT
+$33.4K

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%
45
52
$4K ﹤0.01%
175
53
$4K ﹤0.01%
+80
54
$4K ﹤0.01%
+69
55
$4K ﹤0.01%
73
-20
56
$4K ﹤0.01%
66
-55
57
$4K ﹤0.01%
47
58
$4K ﹤0.01%
68
59
$4K ﹤0.01%
52
60
$4K ﹤0.01%
70
61
$3K ﹤0.01%
33
+8
62
$3K ﹤0.01%
+27
63
$3K ﹤0.01%
320
64
$3K ﹤0.01%
34
65
$3K ﹤0.01%
250
66
$3K ﹤0.01%
264
67
$3K ﹤0.01%
+68
68
$3K ﹤0.01%
+32
69
$3K ﹤0.01%
+27
70
$2K ﹤0.01%
+23
71
$2K ﹤0.01%
31
72
$2K ﹤0.01%
256
73
$2K ﹤0.01%
33
74
$2K ﹤0.01%
500
75
$2K ﹤0.01%
120
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