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
$238M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$14.8M
3
+$9.14M
4
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$6.16M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$6.15M

Top Sells

1
+$17.6M
2
+$2.58M
3
+$604K
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$96.9K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$61.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.4M 20.32%
577,837
-7,213
2
$39M 16.39%
112,548
-177
3
$35.8M 15.02%
1,455,340
-104,834
4
$32.7M 13.72%
1,140,520
-3,380
5
$24.8M 10.39%
+1,036,938
6
$14.8M 6.22%
+132,645
7
$9.14M 3.84%
+262,534
8
$6.16M 2.59%
+252,130
9
$6.15M 2.58%
+245,265
10
$6.15M 2.58%
+246,658
11
$6.15M 2.58%
+248,376
12
$4.11M 1.73%
+171,431
13
$4.08M 1.71%
+165,168
14
$515K 0.22%
+34,992
15
$294K 0.12%
+1,347
16
– –
-159,554