RWP
Reliant Wealth Planning Portfolio holdings
AUM
$256M
This Quarter Return
+6.67%
1 Year Return
+9.97%
3 Year Return
+37.17%
5 Year Return
+64.98%
10 Year Return
–
AUM
$200M
AUM Growth
–
Cap. Flow
+$200M
Cap. Flow
% of AUM
100%
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
|
$41.1M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$36.9M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$30.1M |
| 5 |
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 |
Shares Change % | 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
$75.2B
| $41.1M | 20.59% | +565,385 | New | +$41.1M |
|
|
3
iShares Core S&P 500 ETF
IVV
$662B
| $36.9M | 18.5% | +114,209 | New | +$36.9M |
|
|
4
Vanguard S&P 500 ETF
VOO
$726B
| $30.1M | 15.1% | +101,842 | New | +$30.1M |
|
|
5
Invesco S&P 500 Top 50 ETF
XLG
$10.2B
| $24.9M | 12.48% | +106,735 | New | +$24.9M |
|
6
iShares International Equity Factor ETF
INTF
$2.34B
| $15.7M | 7.88% | +581,443 | New | +$15.7M |
|
7
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
| $8.33M | 4.18% | +82,503 | New | +$8.33M |
|
8
Vanguard Materials ETF
VAW
$2.9B
| $1.22M | 0.61% | +9,109 | New | +$1.22M |
|