RWM
Rezny Wealth Management Portfolio holdings
AUM
$443M
This Quarter Return
+9.75%
1 Year Return
+15.01%
3 Year Return
+62.03%
5 Year Return
+99.26%
10 Year Return
+188.09%
AUM
$346M
AUM Growth
+$346M
(+10%)
Cap. Flow
-$38.8M
Cap. Flow
% of AUM
-11.23%
Top 10 Holdings %
Top 10 Hldgs %
95.03%
Holding
25
New
3
Increased
4
Reduced
7
Closed
5
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$1.9M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.26M |
| 3 |
Microsoft
MSFT
|
$1.26M |
| 4 |
Amazon
AMZN
|
$1.24M |
| 5 |
Cisco
CSCO
|
$129K |
Top Sells
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$21M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$13.2M |
| 3 |
Oaktree Specialty Lending
OCSL
|
$5.39M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.73M |
| 5 |
PayPal
PYPL
|
$1.07M |
Sector Composition
| 1 | Financials | 1.9% |
| 2 | Technology | 0.84% |
| 3 | Industrials | 0.37% |
| 4 | Communication Services | 0.36% |
| 5 | Utilities | 0.36% |
