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
$231M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$955K
3
+$804K
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$581K
5
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$428K

Top Sells

1
+$1.41M
2
+$697K
3
+$630K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$502K
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$501K

Sector Composition

1 Technology 0.15%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$89.3M 38.67%
710,862
+8,884
2
$52.1M 22.57%
1,849,575
+33,882
3
$49.5M 21.42%
631,290
+10,260
4
$18.5M 8%
612,747
-20,880
5
$6.67M 2.89%
12,635
-2,674
6
$1.54M 0.67%
68,489
+10,842
7
$1.29M 0.56%
54,947
+7,605
8
$1.22M 0.53%
47,763
+5,396
9
$1.09M 0.47%
49,071
-2,007
10
$1.02M 0.44%
42,698
-20,876
11
$928K 0.4%
41,008
+8,509
12
$848K 0.37%
36,777
+8,029
13
$809K 0.35%
32,079
-19,912
14
$787K 0.34%
31,337
+3,987
15
$771K 0.33%
31,632
+3,705
16
$760K 0.33%
31,284
+3,608
17
$652K 0.28%
29,516
+19,361
18
$581K 0.25%
+24,719
19
$506K 0.22%
1,347
20
$413K 0.18%
+8,317
21
$345K 0.15%
2,838
-22
22
$280K 0.12%
4,713
-94
23
$277K 0.12%
15,371
+67
24
$277K 0.12%
11,629
-216
25
$273K 0.12%
+473
1
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