RWP
Reliant Wealth Planning Portfolio holdings
AUM
$256M
This Quarter Return
+0.13%
1 Year Return
+9.97%
3 Year Return
+37.17%
5 Year Return
+64.98%
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(+0.85%)
Cap. Flow
+$1.36M
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
|
$280K |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$221K |
| 4 |
Invesco S&P 500 Top 50 ETF
XLG
|
$93.4K |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$574K |
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
| $57.2M | 30.31% |
581,311
-5,830
| -1% | -$574K |
|
|
2
Vanguard S&P 500 ETF
VOO
$726B
| $42.8M | 22.71% |
108,637
+711
| +0.7% | +$280K |
|
|
3
Invesco S&P 500 Top 50 ETF
XLG
$10.2B
| $37.1M | 19.64% |
112,316
+283
| +0.3% | +$93.4K |
|
|
4
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
| $34.2M | 18.11% |
667,653
+26,195
| +4% | +$1.34M |
|
|
5
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
| $17.4M | 9.23% |
132,215
+1,674
| +1% | +$221K |
|