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
$209M
AUM Growth
+$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$3.57M
3
+$1.42M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$271K
5
NVDA icon
NVIDIA
NVDA
+$264K

Top Sells

1
+$20.6M
2
+$1.78M

Sector Composition

1 Technology 0.13%
2 Consumer Discretionary 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$80.7M 38.59%
699,710
+12,338
2
$47.4M 22.66%
1,762,512
+132,702
3
$46.1M 22.05%
611,439
+75,343
4
$17.2M 8.21%
596,288
-61,800
5
$9.25M 4.43%
19,246
-42,933
6
$992K 0.47%
42,711
+11,678
7
$883K 0.42%
36,877
+497
8
$674K 0.32%
30,722
+3,096
9
$664K 0.32%
26,525
10
$626K 0.3%
26,228
11
$622K 0.3%
25,075
12
$618K 0.3%
27,226
13
$553K 0.26%
27,189
14
$513K 0.25%
23,166
15
$465K 0.22%
18,660
+2,743
16
$458K 0.22%
19,257
17
$454K 0.22%
1,347
18
$264K 0.13%
+2,920
19
$244K 0.12%
+1,761
20
$225K 0.11%
2,410
+28
21
$218K 0.1%
+10,155