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
$202M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$2.77M
3
+$1.71M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.44M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.29M

Top Sells

1
+$19.4M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.1M 29.19%
585,050
+14,244
2
$46.8M 23.13%
112,725
+4,126
3
$40.2M 19.87%
1,143,900
+36,750
4
$38.6M 19.1%
1,560,174
+111,810
5
$17.6M 8.7%
+159,554
6
– –
-133,436