RWP

Reliant Wealth Planning Portfolio holdings

AUM $320M
1-Year Est. Return 11.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Sells

1 +$1.17M
2 +$158K
3 +$3.14K

Sector Composition

1 Technology 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$960K 0.37%
+39,381
27
$900K 0.35%
38,575
+4,383
28
$695K 0.27%
+26,603
29
$648K 0.25%
27,189
30
$572K 0.22%
1,347
31
$519K 0.2%
8,317
32
$396K 0.15%
6,962
+55
33
$355K 0.14%
2,246
34
$350K 0.14%
17,629
+5,469
35
$346K 0.14%
15,739
+4,960
36
$321K 0.13%
+645
37
$300K 0.12%
17,964
+510
38
$297K 0.12%
+14,470
39
$289K 0.11%
466
40
$270K 0.11%
11,366
-135
41
$234K 0.09%
+11,138
42
$234K 0.09%
2,133