RWP

Reliant Wealth Planning Portfolio holdings

AUM $256M
1-Year Est. Return 9.97%
This Quarter Est. Return
1 Year Est. Return
+9.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$955K
3
+$804K
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$581K
5
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$428K

Top Sells

1
+$1.41M
2
+$697K
3
+$630K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$502K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$501K

Sector Composition

1 Technology 0.15%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$245K 0.11%
2,410
27
– –
-5,259
1
2