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
$187M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M
2 +$589K
3 +$366K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$360K

Top Sells

1 +$250K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$58M 30.99%
587,141
-2,534
2
$42.5M 22.7%
107,926
+1,496
3
$36.5M 19.48%
1,120,330
+11,050
4
$32.9M 17.56%
1,282,916
+63,916
5
$17.3M 9.27%
130,541
+2,757