RWP
Reliant Wealth Planning Portfolio holdings
AUM
$256M
1-Year Est. Return
9.97%
1 Year Est. Return
+9.97%
AUM
$219M
AUM Growth
+$6M
(+2.8%)
Holding
29
Top Buys
| 1 | +$5.54M | |
| 2 | +$4.38M | |
| 3 | +$1.29M | |
| 4 |
iShares Russell Top 200 ETF
IWL
|
+$480K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$125K |
Top Sells
| 1 | +$1.51M | |
| 2 | +$404K | |
| 3 | +$173K | |
| 4 |
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$160K |
| 5 |
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
NVIDIA
NVDA
$4.58T
| $243K | 0.11% |
2,246
-474
|
|
||
27
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$536M
| $239K | 0.11% |
12,160
|
|
||
28
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.11B
| $234K | 0.11% |
10,779
|
|
||
29
Vanguard ESG US Stock ETF
ESGV
$11.6B
| $209K | 0.1% |
2,133
|
|