RWP
Reliant Wealth Planning Portfolio holdings
AUM
$256M
This Quarter Return
+6.95%
1 Year Return
+9.97%
3 Year Return
+37.17%
5 Year Return
+64.98%
10 Year Return
–
AUM
$187M
AUM Growth
+$187M
(+8.5%)
Cap. Flow
+$2.7M
Cap. Flow
% of AUM
1.44%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
4
Reduced
1
Closed
–
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.64M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$589K |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$366K |
| 4 |
Invesco S&P 500 Top 50 ETF
XLG
|
$360K |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$250K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
| $58M | 30.99% |
587,141
-2,534
| -0.4% | -$250K |
|
|
2
Vanguard S&P 500 ETF
VOO
$726B
| $42.5M | 22.7% |
107,926
+1,496
| +1% | +$589K |
|
|
3
Invesco S&P 500 Top 50 ETF
XLG
$10.2B
| $36.5M | 19.48% |
112,033
+1,105
| +1% | +$360K |
|
|
4
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
| $32.9M | 17.56% |
641,458
+31,958
| +5% | +$1.64M |
|
|
5
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
| $17.3M | 9.27% |
130,541
+2,757
| +2% | +$366K |
|