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
$96.4M
AUM Growth
-$911K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$6.7M
3
+$6.48M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$874

Top Sells

1
+$8.83M
2
+$2.43M
3
+$2.35M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.33M
5
VTI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-70
102
– –
-260
103
– –
-22
104
– –
-59
105
– –
-32
106
– –
-31
107
– –
-27
1 2 3 4
5