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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
+6.67%
1 Year Est. Return
+10.94%
3 Year Est. Return
+35.1%
5 Year Est. Return
+39.86%
10 Year Est. Return
–
AUM
$200M
AUM Growth
–
Cap. Flow
+$193M
Cap. Flow
% of AUM
96.67%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
8
New
8
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
+$41.2M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$39.3M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$35.3M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$28.8M |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$23.7M |
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BSCK
1
DELISTED
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
| $41.2M | 20.66% |
+1,936,869
| New | +$41.2M |
|
|
2
iShares Core S&P Total US Stock Market ETF
ITOT
$94.8B
| $41.1M | 20.59% |
+565,385
| New | +$39.3M |
|
|
3
iShares Core S&P 500 ETF
IVV
$893B
| $36.9M | 18.5% |
+114,209
| New | +$35.3M |
|
|
4
Vanguard S&P 500 ETF
VOO
$986B
| $30.1M | 15.1% |
+101,842
| New | +$28.8M |
|
|
5
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
| $24.9M | 12.48% |
+1,067,350
| New | +$23.7M |
|
6
iShares International Equity Factor ETF
INTF
$3.53B
| $15.7M | 7.88% |
+581,443
| New | +$15.3M |
|
7
iShares MSCI USA Quality Factor ETF
QUAL
$46.7B
| $8.33M | 4.18% |
+82,503
| New | +$7.95M |
|
8
Vanguard Materials ETF
VAW
$2.97B
| $1.22M | 0.61% |
+9,109
| New | +$1.17M |
|
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