RWP

Reliant Wealth Planning Portfolio holdings

AUM $256M
1-Year Est. Return 9.97%
This Quarter Est. Return
1 Year Est. Return
+9.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$41.1M
3
+$36.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$30.1M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$24.9M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.2M 20.66%
+1,936,869
2
$41.1M 20.59%
+565,385
3
$36.9M 18.5%
+114,209
4
$30.1M 15.1%
+101,842
5
$24.9M 12.48%
+1,067,350
6
$15.7M 7.88%
+581,443
7
$8.33M 4.18%
+82,503
8
$1.22M 0.61%
+9,109