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
$161M
AUM Growth
-$3.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$466K
2
+$465K
3
+$264K

Top Sells

1
+$8.92M
2
+$452K
3
+$297K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$262K
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$220K

Sector Composition

1 Energy 0.29%
2 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.4M 33.11%
589,860
-3,279
2
$43.4M 26.92%
115,445
+702
3
$29.7M 18.39%
1,216,239
-10,734
4
$6.25M 3.88%
251,996
-4,171
5
$6.24M 3.87%
253,945
-1,122
6
$6.2M 3.84%
258,277
-1,059
7
$6.14M 3.81%
243,667
-8,746
8
$4.15M 2.57%
169,029
-737
9
$4.13M 2.56%
175,634
-792
10
$466K 0.29%
+4,245
11
$465K 0.29%
+3,520
12
$434K 0.27%
27,189
-28,344
13
$329K 0.2%
1,347
14
– –
-276,613