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
$240M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Sells

1 +$199K
2 +$155K

Sector Composition

1 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$87.7M 36.59%
233,640
-531
2
$56M 23.38%
287,953
+1,734
3
$39.3M 16.42%
155,300
-613
4
$15.1M 6.3%
116,214
+281
5
$13.8M 5.76%
165,802
+2,292
6
$13.1M 5.48%
115,871
+457
7
$11.6M 4.84%
228,805
+1,635
8
$1.3M 0.54%
43,295
9
$615K 0.26%
+6,698
10
$364K 0.15%
7,980
11
$322K 0.13%
862
+7
12
$318K 0.13%
2,896