We are live on
!
Find out more
RWP
Reliant Wealth Planning Portfolio holdings
AUM
$331M
1-Year Est. Return
10.94%
This Fund
S&P 500
This Quarter
Est. Return
+6.95%
1 Year Est. Return
+10.94%
3 Year Est. Return
+35.1%
5 Year Est. Return
+39.86%
10 Year Est. Return
–
AUM
$187M
AUM Growth
+$14.6M
(+8.5%)
Cap. Flow
+$2.67M
Cap. Flow
% of AUM
1.43%
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
|
+$574K |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$353K |
| 4 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$346K |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$244K |
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
$94.8B
| $58M | 30.99% |
587,141
-2,534
| -0.4% | -$244K |
|
|
2
Vanguard S&P 500 ETF
VOO
$986B
| $42.5M | 22.7% |
107,926
+1,496
| +1% | +$574K |
|
|
3
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
| $36.5M | 19.48% |
1,120,330
+11,050
| +1% | +$346K |
|
|
4
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
| $32.9M | 17.56% |
1,282,916
+63,916
| +5% | +$1.64M |
|
|
5
iShares MSCI USA Quality Factor ETF
QUAL
$46.7B
| $17.3M | 9.27% |
130,541
+2,757
| +2% | +$353K |
|
Similar funds
HLAM
QFA
PWM
FP
APWM
PCM
HP
NCM