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
$148M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$20.4M 13.83%
74,755
+3,057
2
$19.4M 13.15%
232,502
+7,778
3
$17.3M 11.74%
410,612
+16,410
4
$17M 11.53%
121,210
+5,067
5
$16.2M 10.98%
156,120
+6,005
6
$15.6M 10.58%
+153,289
7
$14.9M 10.08%
178,280
+7,827
8
$12.4M 8.39%
91,256
+4,123
9
$6.98M 4.73%
304,946
+26,427
10
$5.66M 3.83%
166,222
+4,040
11
$1.4M 0.95%
47,006
12
$312K 0.21%
+2,176