RWM
Rezny Wealth Management Portfolio holdings
AUM
$443M
This Quarter Return
+3.21%
1 Year Return
+15.01%
3 Year Return
+62.03%
5 Year Return
+99.26%
10 Year Return
+188.09%
AUM
$166M
AUM Growth
+$166M
(+0.87%)
Cap. Flow
-$45.8M
Cap. Flow
% of AUM
-27.59%
Top 10 Holdings %
Top 10 Hldgs %
99.57%
Holding
16
New
–
Increased
4
Reduced
4
Closed
5
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$22.9M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.12M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$1.85M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$243K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$22.2M |
| 2 |
Vanguard Value ETF
VTV
|
$15.6M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
$10.9M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$10.6M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$8.29M |
Sector Composition
| 1 | Consumer Discretionary | 0.55% |
| 2 | Industrials | 0.35% |
