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
$136M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1 +$673K
2 +$665K
3 +$568K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$545K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$466K

Top Sells

1 +$411K

Sector Composition

1 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$17M 12.48%
63,241
+2,026
2
$15.4M 11.28%
144,572
+6,252
3
$15.1M 11.09%
196,632
+7,395
4
$14M 10.24%
138,103
+4,611
5
$13.5M 9.93%
98,545
+2,608
6
$13.2M 9.69%
159,703
+1,142
7
$11.4M 8.37%
248,369
+14,656
8
$11.4M 8.36%
192,507
+4,558
9
$10.5M 7.74%
79,437
+2,578
10
$4.92M 3.61%
213,384
+2,464
11
$3.66M 2.69%
70,507
-7,908
12
$3.65M 2.68%
96,124
+3,620
13
$2.29M 1.68%
47,052
+46
14
$202K 0.15%
+3,434