RWP

Reliant Wealth Planning Portfolio holdings

AUM $331M
1-Year Est. Return 10.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Sells

1 +$3.44M
2 +$1M
3 +$344K
4
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$317K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$300K

Sector Composition

1 Technology 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DIVO icon
1
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.12B
$47.5M 14.35%
1,058,336
+40,616
BIV icon
2
Vanguard Intermediate-Term Bond ETF
BIV
$28.4B
$47.2M 14.26%
611,089
+18,429
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$93.5B
$36.4M 11.01%
255,733
-6,753
BALT icon
4
Innovator Defined Wealth Shield ETF
BALT
$2.46B
$33.6M 10.17%
1,005,348
+28,171
IWL icon
5
iShares Russell Top 200 ETF
IWL
$2.22B
$33.2M 10.04%
206,913
+7,770
GRNY
6
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.48B
$24.4M 7.38%
1,023,165
+43,518
CGGO icon
7
Capital Group Global Growth Equity ETF
CGGO
$11.4B
$21.5M 6.49%
643,596
-9,655
RISR icon
8
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$251M
$16.5M 4.99%
456,074
+14,657
IAUM icon
9
iShares Gold Trust Micro
IAUM
$7.13B
$15.7M 4.76%
336,983
+330,758
GRNJ
10
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
$493M
$14.8M 4.48%
592,673
+34,779
VOO icon
11
Vanguard S&P 500 ETF
VOO
$977B
$5.43M 1.64%
9,086
-59
BTC
12
Grayscale Bitcoin Mini Trust ETF
BTC
$3.89B
$5.42M 1.64%
180,843
+15,410
ETH
13
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.83B
$2.42M 0.73%
121,870
+3,180
IBTI icon
14
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.71B
$2.06M 0.62%
92,278
+670
IBDT icon
15
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.89B
$1.74M 0.53%
68,697
+588
IBTH icon
16
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.18B
$1.5M 0.45%
66,696
+489
IBTG icon
17
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.29B
$1.48M 0.45%
64,490
-1,661
IBDS icon
18
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.78B
$1.37M 0.41%
56,564
+452
IBTP
19
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$273M
$1.34M 0.41%
52,382
IBDR icon
20
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.61B
$1.33M 0.4%
54,694
-1,738
IBTJ icon
21
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.24B
$1.32M 0.4%
60,419
+4,544
IBDU icon
22
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.8B
$1.25M 0.38%
53,646
+4,239
IBDY icon
23
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.14B
$957K 0.29%
37,010
IBTM icon
24
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$541M
$934K 0.28%
40,753
IBDX icon
25
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.67B
$870K 0.26%
34,422