RWP

Reliant Wealth Planning Portfolio holdings

AUM $309M
1-Year Est. Return 9.68%
This Quarter Est. Return
1 Year Est. Return
+9.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.38M
3
+$1.29M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$480K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$125K

Top Sells

1
+$1.51M
2
+$404K
3
+$173K
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$160K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$113K

Sector Composition

1 Technology 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$243K 0.11%
2,246
-474
27
$239K 0.11%
12,160
28
$234K 0.11%
10,779
29
$209K 0.1%
2,133
1
2