RWP
Reliant Wealth Planning Portfolio holdings
AUM $219M
AUM
$219M
AUM Growth
+$6M (+3%)
Cap. Flow
+$9.2M
Cap. Flow % of AUM
4.19%
Top 10 Holdings %Top 10 Hldgs %
94.2%
Holding
29
New
1
Increased
7
Reduced
14
Closed
–
Top Buys
| 1 | $5.54M | |
| 2 | $4.38M | |
| 3 | $1.29M | |
| 4 | $480K | |
| 5 | $125K |
Top Sells
| 1 | $1.51M | |
| 2 | $404K | |
| 3 | $173K | |
| 4 | $160K | |
| 5 | $113K |
Sector Composition
| 1 | Technology | 0.11% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $243K | 0.11% | 2,246 -474 | -17% | -$51.4K | |||
| $239K | 0.11% | 12,160 | – | – | |||
| $234K | 0.11% | 10,779 | – | – | |||
| $209K | 0.1% | 2,133 | – | – |
