RWP

Reliant Wealth Planning Portfolio holdings

AUM $331M
1-Year Est. Return 10.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$16.1M
3
+$3.79M
4
MSFT icon
Microsoft
MSFT
+$3.3M
5
AAPL icon
Apple
AAPL
+$1.22M

Top Sells

1
+$7.1M
2
+$2.34M
3
+$2.05M
4
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$2.05M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$974K

Sector Composition

1 Technology 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$945K 0.31%
36,895
-7,662
27
$905K 0.29%
38,575
28
$775K 0.25%
31,452
-15,715
29
$699K 0.23%
27,189
30
$631K 0.2%
5,388
31
$549K 0.18%
2,941
+695
32
$504K 0.16%
19,050
-7,553
33
$495K 0.16%
8,666
+1,704
34
$451K 0.15%
6,198
-2,119
35
$413K 0.13%
+14,366
36
$394K 0.13%
+15,147
37
$393K 0.13%
+15,407
38
$368K 0.12%
18,538
+909
39
$367K 0.12%
16,557
+818
40
$306K 0.1%
17,964
41
$298K 0.1%
14,470
42
$281K 0.09%
420
-46
43
$271K 0.09%
11,366
44
$253K 0.08%
2,133
45
$236K 0.08%
11,138
46
$230K 0.07%
+3,532
47
$225K 0.07%
+929
48
$209K 0.07%
+6,165
49
$201K 0.07%
+7,704
50
$201K 0.07%
+8,431
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