RWM
Rezny Wealth Management Portfolio holdings
AUM
$443M
This Quarter Return
-7.8%
1 Year Return
+15.01%
3 Year Return
+62.03%
5 Year Return
+99.26%
10 Year Return
+188.09%
AUM
$97.3M
AUM Growth
+$97.3M
(-12%)
Cap. Flow
-$4.3M
Cap. Flow
% of AUM
-4.42%
Top 10 Holdings %
Top 10 Hldgs %
89.96%
Holding
119
New
35
Increased
24
Reduced
13
Closed
14
Top Buys
| 1 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$344K |
| 2 |
Invesco S&P 500 Pure Value ETF
RPV
|
$293K |
| 3 |
Invesco S&P Spin-Off ETF
CSD
|
$136K |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$77.6K |
| 5 |
Invesco BuyBack Achievers ETF
PKW
|
$55.1K |
Top Sells
Sector Composition
| 1 | Financials | 9.12% |
| 2 | Consumer Discretionary | 3.57% |
| 3 | Industrials | 1.31% |
| 4 | Energy | 0.84% |
| 5 | Healthcare | 0.11% |
