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
$213M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$13.6M
3
+$1.99M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$611K
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$532K

Top Sells

1
+$52.3M
2
+$7.25M
3
+$1.02M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$809K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$497K

Sector Composition

1 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.2M 23.06%
657,918
+26,628
2
$43.3M 20.3%
1,584,366
-265,209
3
$39.1M 18.34%
304,027
-406,835
4
$26.5M 12.42%
+183,022
5
$18.5M 8.68%
633,654
+20,907
6
$13.6M 6.37%
+680,622
7
$6.52M 3.06%
12,109
-526
8
$1.76M 0.83%
80,568
+12,079
9
$1.6M 0.75%
68,816
+13,869
10
$1.45M 0.68%
58,320
+10,557
11
$1.37M 0.64%
60,114
+23,337
12
$1.35M 0.64%
60,994
+19,986
13
$1.25M 0.58%
51,802
+20,518
14
$1.2M 0.56%
50,089
+18,457
15
$1.19M 0.56%
47,388
+16,051
16
$846K 0.4%
39,685
+10,169
17
$780K 0.37%
34,192
+9,473
18
$617K 0.29%
27,189
-21,882
19
$541K 0.25%
1,347
20
$419K 0.2%
8,462
+145
21
$365K 0.17%
2,720
-118
22
$282K 0.13%
479
+6
23
$280K 0.13%
15,371
24
$272K 0.13%
11,629
25
$271K 0.13%
4,713
1
2