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
$161M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$11.7M
3
+$352K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$258K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$151K

Top Sells

1
+$23.7M
2
+$23.3M
3
+$23.2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$11.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.1M 24.92%
578,195
+494
2
$29.2M 18.15%
103,167
+533
3
$27.9M 17.33%
1,081,118
+13,626
4
$25.9M 16.08%
+1,088,720
5
$17.4M 10.82%
280,266
-380,431
6
$11.7M 7.29%
+122,693
7
$6.96M 4.32%
58,856
-195,964
8
$1.49M 0.93%
27,586
9
$258K 0.16%
+1,347
10
– –
-203,446
11
– –
-130,787