RWM
Rezny Wealth Management Portfolio holdings
AUM
$479M
1-Year Est. Return
21.6%
1 Year Est. Return
+21.6%
AUM
$479M
AUM Growth
+$35.8M
(+8.1%)
Holding
40
Top Buys
| 1 | +$5.24M | |
| 2 | +$2.83M | |
| 3 | +$2.23M | |
| 4 |
Goldman Sachs
GS
|
+$214K |
| 5 |
Amazon
AMZN
|
+$112K |
Top Sells
| 1 | +$13.2M | |
| 2 | +$7.98M | |
| 3 | +$7.72M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$6.41M |
| 5 |
Vanguard Growth ETF
VUG
|
+$3.46M |
Sector Composition
| 1 | Technology | 4% |
| 2 | Consumer Discretionary | 2.04% |
| 3 | Industrials | 1.53% |
| 4 | Communication Services | 1.08% |
| 5 | Financials | 0.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class B
BRK.B
$1.06T
| $2.06M | 0.43% |
4,107
+12
|
|
||
27
Urban Outfitters
URBN
$6.1B
| $2.05M | 0.43% |
28,659
-39
|
|
||
28
Starbucks
SBUX
$97.2B
| $1.61M | 0.34% |
19,071
+134
|
|
||
29
PayPal
PYPL
$65B
| $1.52M | 0.32% |
22,727
+193
|
|
||
30
Brinker International
EAT
$5.93B
| $1.48M | 0.31% |
11,646
+65
|
|
||
31
Vanguard S&P 500 ETF
VOO
$761B
| $1.35M | 0.28% |
2,204
|
|
||
32
Intapp
INTA
$3.25B
| $1.2M | 0.25% |
29,333
+601
|
|
||
33
SPDR S&P 500 ETF Trust
SPY
$663B
| $783K | 0.16% |
1,176
|
|
||
34
Vanguard Large-Cap ETF
VV
$46.3B
| $626K | 0.13% |
2,035
|
|
||
35
Vanguard High Dividend Yield ETF
VYM
$65.1B
| $328K | 0.07% |
2,330
|
|
||
36
iShares Russell 3000 ETF
IWV
$17.2B
| $246K | 0.05% |
650
|
|
||
|
37
Goldman Sachs
GS
$234B
| $214K | 0.04% |
+269
|
|
||
38
Vanguard Total Stock Market ETF
VTI
$546B
| $207K | 0.04% |
630
-37
|
|
||
39
Oaktree Specialty Lending
OCSL
$1.22B
| – | – |
-187,957
|
|
||
40
Brookfield Asset Management
BAM
$88.2B
| – | – |
-38,381
|
|