RWP
Reliant Wealth Planning Portfolio holdings
AUM
$256M
This Quarter Return
-4.57%
1 Year Return
+9.97%
3 Year Return
+37.17%
5 Year Return
+64.98%
10 Year Return
–
AUM
$236M
AUM Growth
+$236M
(-1.1%)
Cap. Flow
+$8.19M
Cap. Flow
% of AUM
3.48%
Top 10 Holdings %
Top 10 Hldgs %
93.52%
Holding
15
New
–
Increased
14
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$3.63M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.19M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$544K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$526K |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
$432K |
Top Sells
No sells this quarter
