RWP
Reliant Wealth Planning Portfolio holdings
AUM
$256M
This Quarter Return
+6.34%
1 Year Return
+9.97%
3 Year Return
+37.17%
5 Year Return
+64.98%
10 Year Return
–
AUM
$209M
AUM Growth
+$209M
(+1.5%)
Cap. Flow
-$10.6M
Cap. Flow
% of AUM
-5.07%
Top 10 Holdings %
Top 10 Hldgs %
97.78%
Holding
21
New
3
Increased
8
Reduced
2
Closed
–
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$5.68M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$3.57M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.42M |
| 4 |
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
$271K |
| 5 |
NVIDIA
NVDA
|
$264K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$20.6M |
| 2 |
Capital Group Global Growth Equity ETF
CGGO
|
$1.78M |
Sector Composition
| 1 | Technology | 0.13% |
| 2 | Consumer Discretionary | 0.12% |
