RWP

Reliant Wealth Planning Portfolio holdings

AUM $309M
1-Year Est. Return 9.68%
This Quarter Est. Return
1 Year Est. Return
+9.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$486K

Top Sells

1
+$6.24M
2
+$6.2M
3
+$4.15M
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$4.13M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.33M

Sector Composition

1 Consumer Discretionary 0.29%
2 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57M 34.41%
582,812
-7,048
2
$45.7M 27.57%
112,189
-3,256
3
$28.6M 17.26%
1,181,988
-34,251
4
$20.5M 12.37%
+272,468
5
$6.12M 3.7%
242,163
-1,504
6
$5.97M 3.6%
240,769
-11,227
7
$488K 0.29%
3,520
8
$486K 0.29%
+3,251
9
$469K 0.28%
27,189
10
$371K 0.22%
1,347
11
– –
-258,277
12
– –
-169,029
13
– –
-175,634
14
– –
-4,245
15
– –
-253,945