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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
$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
76
$2K ﹤0.01%
+54
77
$2K ﹤0.01%
34
-19
78
$2K ﹤0.01%
38
-28
79
$2K ﹤0.01%
+37
80
$2K ﹤0.01%
+30
81
$2K ﹤0.01%
+29
82
$2K ﹤0.01%
+24
83
$2K ﹤0.01%
+24
84
$2K ﹤0.01%
256
85
$2K ﹤0.01%
33
86
$2K ﹤0.01%
500
87
$2K ﹤0.01%
+102
88
$2K ﹤0.01%
+146
89
$2K ﹤0.01%
29
90
$1K ﹤0.01%
20
-46
91
$1K ﹤0.01%
+16
92
$1K ﹤0.01%
+43
93
$1K ﹤0.01%
+19
94
$1K ﹤0.01%
+36
95
$1K ﹤0.01%
+31
96
$1K ﹤0.01%
23
-48
97
$1K ﹤0.01%
+23
98
$1K ﹤0.01%
+6
99
$1K ﹤0.01%
+7
100
$1K ﹤0.01%
+28
1 2 3
4
5