RWM
Rezny Wealth Management Portfolio holdings
AUM
$443M
This Quarter Return
+0.22%
1 Year Return
+15.01%
3 Year Return
+62.03%
5 Year Return
+99.26%
10 Year Return
+188.09%
AUM
$94.8M
AUM Growth
+$94.8M
(-1.6%)
Cap. Flow
-$1.7M
Cap. Flow
% of AUM
-1.79%
Top 10 Holdings %
Top 10 Hldgs %
86.11%
Holding
47
New
–
Increased
5
Reduced
8
Closed
33
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$457K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$347K |
| 3 |
Invesco S&P Spin-Off ETF
CSD
|
$173K |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$138K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$16.7K |
Top Sells
| 1 |
United Parcel Service
UPS
|
$946K |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$464K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$431K |
| 4 |
Invesco Senior Loan ETF
BKLN
|
$400K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$82.6K |
Sector Composition
| 1 | Consumer Discretionary | 3.52% |
| 2 | Consumer Staples | 0% |
| 3 | Energy | 0% |
| 4 | Financials | 0% |
| 5 | Healthcare | 0% |
