RWM
Rezny Wealth Management Portfolio holdings
AUM
$479M
1-Year Est. Return
21.6%
1 Year Est. Return
+21.6%
AUM
$443M
AUM Growth
+$57.2M
(+15%)
Holding
40
Top Buys
| 1 | +$3.07M | |
| 2 | +$2.12M | |
| 3 | +$1.85M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.46M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$582K |
Top Sells
| 1 | +$13.6M | |
| 2 | +$8.08M | |
| 3 | +$7.53M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$6.22M |
| 5 |
Okta
OKTA
|
+$2.08M |
Sector Composition
| 1 | Technology | 3.03% |
| 2 | Consumer Discretionary | 2.19% |
| 3 | Financials | 1.88% |
| 4 | Communication Services | 1.01% |
| 5 | Industrials | 0.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
L3Harris
LHX
$54.9B
| $1.95M | 0.44% |
7,765
+63
|
|
||
27
Starbucks
SBUX
$97.3B
| $1.74M | 0.39% |
18,937
+1,686
|
|
||
28
Tesla
TSLA
$1.45T
| $1.68M | 0.38% |
5,291
+324
|
|
||
29
PayPal
PYPL
$65.9B
| $1.67M | 0.38% |
22,534
+3,294
|
|
||
30
DXP Enterprises
DXPE
$1.81B
| $1.56M | 0.35% |
17,803
+215
|
|
||
31
Intapp
INTA
$3.23B
| $1.48M | 0.33% |
28,732
+4,537
|
|
||
32
Vanguard S&P 500 ETF
VOO
$764B
| $1.25M | 0.28% |
2,204
|
|
||
33
SPDR S&P 500 ETF Trust
SPY
$666B
| $727K | 0.16% |
1,176
|
|
||
34
Vanguard Large-Cap ETF
VV
$46.5B
| $581K | 0.13% |
2,035
|
|
||
35
Vanguard High Dividend Yield ETF
VYM
$65.2B
| $311K | 0.07% |
+2,330
|
|
||
36
iShares Russell 3000 ETF
IWV
$17.2B
| $228K | 0.05% |
650
|
|
||
37
Vanguard Total Stock Market ETF
VTI
$548B
| $203K | 0.05% |
667
-800
|
|
||
38
Vanguard Information Technology ETF
VGT
$110B
| – | – |
-2,330
|
|
||
|
39
Okta
OKTA
$15.5B
| – | – |
-19,780
|
|
||
40
American Electric Power
AEP
$61.8B
| – | – |
-17,608
|
|