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
76
$3K ﹤0.01%
+264
77
$3K ﹤0.01%
+32
78
$2K ﹤0.01%
+31
79
$2K ﹤0.01%
+256
80
$2K ﹤0.01%
+25
81
$2K ﹤0.01%
+33
82
$2K ﹤0.01%
+29
83
$0 ﹤0.01%
+24
84
$0 ﹤0.01%
+100
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