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
$168M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$975K
2 +$160K

Top Sells

1 +$567K
2 +$120K
3 +$57.7K
4
AGG icon
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
$50.2M 29.94%
582,318
-6,574
2
$35.9M 21.41%
104,452
-168
3
$31.2M 18.6%
1,093,660
-4,210
4
$29.7M 17.69%
1,154,332
+37,956
5
$14.4M 8.6%
124,095
+1,376
6
$6.3M 3.76%
53,323
-228