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
76
$2K ﹤0.01%
+37
77
$2K ﹤0.01%
+30
78
$2K ﹤0.01%
+29
79
$2K ﹤0.01%
+24
80
$2K ﹤0.01%
+24
81
$2K ﹤0.01%
+102
82
$2K ﹤0.01%
+146
83
$2K ﹤0.01%
29
84
$2K ﹤0.01%
+22
85
$2K ﹤0.01%
+59
86
$2K ﹤0.01%
256
87
$2K ﹤0.01%
33
88
$2K ﹤0.01%
500
89
$2K ﹤0.01%
120
90
$1K ﹤0.01%
23
-48
91
$1K ﹤0.01%
+23
92
$1K ﹤0.01%
+6
93
$1K ﹤0.01%
+7
94
$1K ﹤0.01%
+28
95
$1K ﹤0.01%
+9
96
$1K ﹤0.01%
+29
97
$1K ﹤0.01%
+11
98
$1K ﹤0.01%
20
-46
99
$1K ﹤0.01%
+16
100
$1K ﹤0.01%
+43
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4
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