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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
+8.29%
1 Year Est. Return
+10.94%
3 Year Est. Return
+35.1%
5 Year Est. Return
+39.86%
10 Year Est. Return
–
AUM
$206M
AUM Growth
+$16.9M
(+9%)
Cap. Flow
+$1.37M
Cap. Flow
% of AUM
0.67%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
2
Reduced
3
Closed
–
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$2.88M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$173K |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.1M |
| 2 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$571K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$16K |
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
$94.7B
| $61.1M | 29.7% |
570,806
-10,505
| -2% | -$1.1M |
|
|
2
Vanguard S&P 500 ETF
VOO
$986B
| $47.4M | 23.06% |
108,599
-38
| -0% | -$16K |
|
|
3
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
| $40.9M | 19.88% |
1,107,150
-16,010
| -1% | -$571K |
|
|
4
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
| $36.8M | 17.91% |
1,448,364
+113,058
| +8% | +$2.88M |
|
|
5
iShares MSCI USA Quality Factor ETF
QUAL
$46.7B
| $19.4M | 9.45% |
133,436
+1,221
| +0.9% | +$173K |
|
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