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
$173M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$721K
3
+$674K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$463K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$449K

Top Sells

1
+$6.3M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54M 31.31%
589,675
+7,357
2
$38.8M 22.48%
106,430
+1,978
3
$32.9M 19.07%
1,109,280
+15,620
4
$31.3M 18.13%
1,219,000
+64,668
5
$15.6M 9.02%
127,784
+3,689
6
– –
-53,323