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RWP
Reliant Wealth Planning Portfolio holdings
AUM
$331M
1-Year Est. Return
10.94%
This Fund
S&P 500
This Quarter
Est. Return
-1.99%
1 Year Est. Return
+10.94%
3 Year Est. Return
+35.1%
5 Year Est. Return
+39.86%
10 Year Est. Return
–
AUM
$331M
AUM Growth
+$10.8M
(+3.4%)
Cap. Flow
+$20.4M
Cap. Flow
% of AUM
6.15%
Top 10 Holdings %
Top 10 Hldgs %
87.92%
Holding
56
New
4
Increased
19
Reduced
10
Closed
5
Top Buys
| 1 |
iShares Gold Trust Micro
IAUM
|
+$16.1M |
| 2 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
+$1.86M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.43M |
| 4 |
iShares Russell Top 200 ETF
IWL
|
+$1.31M |
| 5 |
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
|
+$1.08M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$3.44M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1M |
| 3 |
Capital Group Global Growth Equity ETF
CGGO
|
+$344K |
| 4 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
+$317K |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$300K |
Sector Composition
| 1 | Technology | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $231K | 0.07% |
3,418
-114
| -3% | -$7.91K |
|
52
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$492M
| – | – |
-8,431
| Closed | -$199K |
|
|
53
iShares Bitcoin Trust
IBIT
$47.3B
| – | – |
-6,042
| Closed | -$300K |
|
54
iShares Russell 2000 ETF
IWM
$82.9B
| – | – |
-929
| Closed | -$229K |
|
|
55
Microsoft
MSFT
$2.97T
| – | – |
-7,110
| Closed | -$3.44M |
|
|
56
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.2B
| – | – |
-17,964
| Closed | -$317K |
|
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