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
$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
ZFEB
51
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$156M
– –
-39,381
BSMP
52
DELISTED
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
– –
-83,356
IBMN
53
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
– –
-76,769
1 2
3