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
$165M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$737K
2
+$654K
3
+$189K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$170K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$59.1K

Top Sells

1
+$36.3M
2
+$31.1M
3
+$14.1M
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$87.5K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.3M 30.51%
593,139
+8,688
2
$40.3M 24.46%
114,743
+537
3
$30.9M 18.74%
1,226,973
+25,965
4
$8.92M 5.41%
276,613
+1,833
5
$6.33M 3.84%
256,167
-3,542
6
$6.32M 3.83%
252,413
+184
7
$6.23M 3.78%
255,067
+777
8
$6.19M 3.75%
259,336
+1,152
9
$4.13M 2.5%
169,766
+668
10
$4.11M 2.49%
176,426
+891
11
$829K 0.5%
55,533
+11,355
12
$289K 0.18%
1,347
13
– –
-135,979
14
– –
-1,504,656
15
– –
-1,156,550