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
$217M
AUM Growth
+$7.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.1M
3
+$718K
4
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$640K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$640K

Top Sells

1
+$1.97M
2
+$7.41K

Sector Composition

1 Consumer Discretionary 0.32%
2 Technology 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$83.4M 38.47%
701,978
+2,268
2
$47.1M 21.71%
1,815,693
+53,181
3
$46.5M 21.46%
621,030
+9,591
4
$18.7M 8.61%
633,627
+37,339
5
$7.66M 3.53%
15,309
-3,937
6
$1.52M 0.7%
63,574
+26,697
7
$1.31M 0.6%
51,991
+25,466
8
$1.26M 0.58%
57,647
+26,925
9
$1.1M 0.51%
47,342
+4,631
10
$1.07M 0.49%
51,078
+23,889
11
$1.05M 0.48%
42,367
+23,707
12
$717K 0.33%
32,499
+9,333
13
$697K 0.32%
5,259
+3,498
14
$680K 0.31%
27,350
+2,275
15
$663K 0.31%
27,927
+8,670
16
$659K 0.3%
27,676
+1,448
17
$651K 0.3%
28,748
+1,522
18
$491K 0.23%
1,347
19
$353K 0.16%
2,860
-60
20
$274K 0.13%
+11,845
21
$272K 0.13%
+4,807
22
$270K 0.12%
+15,304
23
$233K 0.11%
2,410
24
$217K 0.1%
10,155