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
$213M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$13.6M
3
+$1.99M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$611K
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$532K

Top Sells

1
+$52.3M
2
+$7.25M
3
+$1.02M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$809K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$497K

Sector Composition

1 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$233K 0.11%
+12,160
27
$230K 0.11%
+10,779
28
$224K 0.1%
2,133
-277
29
– –
-42,698
30
– –
-32,079
1
2