RWM
Rezny Wealth Management Portfolio holdings
AUM
$443M
This Quarter Return
+1.97%
1 Year Return
+15.01%
3 Year Return
+62.03%
5 Year Return
+99.26%
10 Year Return
+188.09%
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
89.89%
Holding
15
New
15
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$14.1M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$11.1M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$11.1M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$10.8M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$10.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 8.86% |
| 2 | Consumer Discretionary | 3.32% |
| 3 | Industrials | 1.1% |
| 4 | Energy | 1.05% |
