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
$189M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$7.27M
3
+$3.08M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.29M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$560K

Top Sells

1
+$1.6M
2
+$486K
3
+$206K

Sector Composition

1 Consumer Discretionary 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58M 30.76%
615,537
+32,725
2
$42.5M 22.52%
108,111
-4,078
3
$35.1M 18.65%
1,490,247
+308,259
4
$22M 11.67%
304,106
+31,638
5
$13.1M 6.93%
+327,684
6
$6.36M 3.37%
250,626
+8,463
7
$6.2M 3.29%
249,667
+8,898
8
$560K 0.3%
+23,985
9
$559K 0.3%
+24,899
10
$542K 0.29%
+23,498
11
$542K 0.29%
+22,250
12
$526K 0.28%
+21,265
13
$525K 0.28%
+22,024
14
$452K 0.24%
27,189
15
$443K 0.24%
+19,326
16
$358K 0.19%
1,347
17
$287K 0.15%
+13,115
18
$286K 0.15%
+12,353
19
$233K 0.12%
1,868
-1,652
20
– –
-3,251