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RWP
Reliant Wealth Planning Portfolio holdings
AUM
$331M
1-Year Est. Return
10.94%
This Fund
S&P 500
This Quarter
Est. Return
+9.43%
1 Year Est. Return
+10.94%
3 Year Est. Return
+35.1%
5 Year Est. Return
+39.86%
10 Year Est. Return
–
AUM
$168M
AUM Growth
+$14.5M
(+9.5%)
Cap. Flow
+$399K
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
2
Reduced
4
Closed
–
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$976K |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$152K |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$532K |
| 2 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$115K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$54.8K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$26.9K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
iShares Core S&P Total US Stock Market ETF
ITOT
$94.5B
| $50.2M | 29.94% |
582,318
-6,574
| -1% | -$532K |
|
|
2
Vanguard S&P 500 ETF
VOO
$983B
| $35.9M | 21.41% |
104,452
-168
| -0.2% | -$54.8K |
|
|
3
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
| $31.2M | 18.6% |
1,093,660
-4,210
| -0.4% | -$115K |
|
|
4
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
| $29.7M | 17.69% |
1,154,332
+37,956
| +3% | +$976K |
|
|
5
iShares MSCI USA Quality Factor ETF
QUAL
$46.7B
| $14.4M | 8.6% |
124,095
+1,376
| +1% | +$152K |
|
|
6
iShares Core US Aggregate Bond ETF
AGG
$138B
| $6.3M | 3.76% |
53,323
-228
| -0.4% | -$26.9K |
|
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