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
$236M
AUM Growth
-$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$1.19M
3
+$544K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$526K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$432K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.5M 19.74%
584,451
+6,614
2
$37.5M 15.92%
114,206
+1,658
3
$36.3M 15.42%
1,504,656
+49,316
4
$31.1M 13.22%
1,156,550
+16,030
5
$26.6M 11.29%
1,201,008
+164,070
6
$14.1M 6%
135,979
+3,334
7
$9.2M 3.91%
274,780
+12,246
8
$6.43M 2.73%
259,709
+13,051
9
$6.29M 2.67%
252,229
+6,964
10
$6.19M 2.63%
254,290
+5,914
11
$6.18M 2.63%
258,184
+6,054
12
$4.09M 1.73%
175,535
+4,104
13
$4.08M 1.73%
169,098
+3,930
14
$618K 0.26%
44,178
+9,186
15
$283K 0.12%
1,347