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
$309M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$15.7M
3
+$4.02M
4
MSFT icon
Microsoft
MSFT
+$3.35M
5
AAPL icon
Apple
AAPL
+$1.37M

Top Sells

1
+$7.16M
2
+$2.43M
3
+$2.05M
4
BSMP icon
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$2.05M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.01M

Sector Composition

1 Technology 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSMP icon
51
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$189M
– –
-83,356
IBMN
52
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
– –
-76,769
ZFEB
53
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$115M
– –
-39,381
1 2
3