RWM
Rezny Wealth Management Portfolio holdings
AUM
$443M
This Quarter Return
+4.09%
1 Year Return
+15.01%
3 Year Return
+62.03%
5 Year Return
+99.26%
10 Year Return
+188.09%
AUM
$96.4M
AUM Growth
+$96.4M
(-0.94%)
Cap. Flow
-$3.75M
Cap. Flow
% of AUM
-3.89%
Top 10 Holdings %
Top 10 Hldgs %
84.6%
Holding
107
New
2
Increased
3
Reduced
20
Closed
60
Top Buys
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$7.65M |
| 2 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$6.7M |
| 3 |
Invesco S&P 500 Pure Value ETF
RPV
|
$6.48M |
| 4 |
Invesco Senior Loan ETF
BKLN
|
$874 |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$8.83M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$2.43M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.35M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.33M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$2.21M |
Sector Composition
| 1 | Consumer Discretionary | 3.83% |
| 2 | Industrials | 1% |
| 3 | Energy | 0.05% |
| 4 | Healthcare | 0.05% |
| 5 | Consumer Staples | 0.03% |