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
$189M
AUM Growth
+$1.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$280K
3 +$221K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$93.4K

Top Sells

1 +$574K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$57.2M 30.31%
581,311
-5,830
2
$42.8M 22.71%
108,637
+711
3
$37.1M 19.64%
1,123,160
+2,830
4
$34.2M 18.11%
1,335,306
+52,390
5
$17.4M 9.23%
132,215
+1,674