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
$216M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1 +$1.45M
2 +$802K
3 +$580K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$319K
5
MBB icon
iShares MBS ETF
MBB
+$319K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$78.7M 36.48%
234,171
+4,321
2
$48.7M 22.6%
286,219
+4,709
3
$35.5M 16.45%
155,913
+2,550
4
$13.5M 6.28%
163,510
+901
5
$13.5M 6.27%
115,933
+2,556
6
$12.2M 5.64%
115,414
+3,029
7
$11.5M 5.34%
227,170
+1,087
8
$1.11M 0.52%
43,295
9
$319K 0.15%
+2,896
10
$293K 0.14%
7,980
11
$286K 0.13%
855