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
$192M
AUM Growth
-$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$29.4M
3
+$27.6M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$23.3M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$11.3M

Top Sells

1
+$41.2M
2
+$36.9M
3
+$24.9M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$15.7M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$8.33M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.2M 21.49%
+660,697
2
$33M 17.24%
577,701
+12,316
3
$29.4M 15.34%
+254,820
4
$27.6M 14.4%
+1,067,492
5
$24.3M 12.68%
102,634
+792
6
$23.3M 12.18%
+203,446
7
$11.3M 5.91%
+130,787
8
$1.46M 0.76%
+27,586
9
– –
-581,443
10
– –
-114,209
11
– –
-82,503
12
– –
-9,109
13
– –
-1,067,350
14
– –
-1,936,869