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RWP
Reliant Wealth Planning Portfolio holdings
AUM
$331M
1-Year Est. Return
10.94%
This Fund
S&P 500
This Quarter
Est. Return
+0.13%
1 Year Est. Return
+10.94%
3 Year Est. Return
+35.1%
5 Year Est. Return
+39.86%
10 Year Est. Return
–
AUM
$189M
AUM Growth
+$1.58M
(+0.85%)
Cap. Flow
+$1.37M
Cap. Flow
% of AUM
0.72%
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
|
+$1.34M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$288K |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$230K |
| 4 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$95.8K |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$590K |
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
| $57.2M | 30.31% |
581,311
-5,830
| -1% | -$590K |
|
|
2
Vanguard S&P 500 ETF
VOO
$986B
| $42.8M | 22.71% |
108,637
+711
| +0.7% | +$288K |
|
|
3
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
| $37.1M | 19.64% |
1,123,160
+2,830
| +0.3% | +$95.8K |
|
|
4
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
| $34.2M | 18.11% |
1,335,306
+52,390
| +4% | +$1.34M |
|
|
5
iShares MSCI USA Quality Factor ETF
QUAL
$46.7B
| $17.4M | 9.23% |
132,215
+1,674
| +1% | +$230K |
|
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