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
$153M
AUM Growth
-$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$808K
3
+$447K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$240K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.7K

Top Sells

1
+$17.4M
2
+$1.49M
3
+$626K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$258K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.5M 29.02%
588,892
+10,697
2
$32.2M 21.01%
104,620
+1,453
3
$28.8M 18.77%
1,097,870
+9,150
4
$28.7M 18.76%
1,116,376
+35,258
5
$12.7M 8.31%
122,719
+26
6
$6.32M 4.13%
53,551
-5,305
7
– –
-1,347
8
– –
-27,586
9
– –
-280,266