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
$206M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$16.4M
3
+$7.56M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.54M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$614K

Top Sells

1
+$20.1M
2
+$13.1M
3
+$6.36M
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$6.2M
5
YUM icon
Yum! Brands
YUM
+$233K

Sector Composition

1 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.3M 35.12%
687,372
+71,835
2
$41.4M 20.08%
1,629,810
+139,563
3
$40.9M 19.88%
536,096
+231,990
4
$27.2M 13.19%
62,179
-45,932
5
$16.9M 8.22%
658,088
+638,762
6
$868K 0.42%
36,380
+14,356
7
$722K 0.35%
31,033
+7,535
8
$661K 0.32%
26,525
+5,260
9
$627K 0.3%
26,228
+2,243
10
$622K 0.3%
27,226
+2,327
11
$621K 0.3%
25,075
+2,825
12
$614K 0.3%
+27,626
13
$519K 0.25%
23,166
+10,051
14
$505K 0.25%
27,189
15
$461K 0.22%
19,257
+6,904
16
$408K 0.2%
1,347
17
$399K 0.19%
+15,917
18
$203K 0.1%
+2,382
19
– –
-327,684
20
– –
-1,868
21
– –
-250,626
22
– –
-249,667