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
$206M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$2.87M
2 +$178K

Top Sells

1 +$1.12M
2 +$591K
3 +$16.6K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$61.1M 29.7%
570,806
-10,505
2
$47.4M 23.06%
108,599
-38
3
$40.9M 19.88%
1,107,150
-16,010
4
$36.8M 17.91%
1,448,364
+113,058
5
$19.4M 9.45%
133,436
+1,221