RWP

Reliant Wealth Planning Portfolio holdings

AUM $309M
1-Year Est. Return 9.68%
This Quarter Est. Return
1 Year Est. Return
+9.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.38M
3
+$1.29M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$480K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$125K

Top Sells

1
+$1.51M
2
+$404K
3
+$173K
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$160K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$113K

Sector Composition

1 Technology 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.7M 23.57%
674,766
+16,848
2
$44.2M 20.16%
1,580,323
-4,043
3
$35.6M 16.23%
291,649
-12,378
4
$25.6M 11.69%
186,515
+3,493
5
$18.1M 8.24%
637,627
+3,973
6
$16.8M 7.64%
921,813
+241,191
7
$5.82M 2.65%
11,323
-786
8
$5.54M 2.53%
+151,905
9
$1.79M 0.81%
80,238
-330
10
$1.46M 0.67%
57,958
-362
11
$1.45M 0.66%
61,955
-6,861
12
$1.27M 0.58%
55,316
-4,798
13
$1.21M 0.55%
50,242
+153
14
$1.19M 0.55%
53,285
-7,709
15
$1.14M 0.52%
47,258
-4,544
16
$1.08M 0.49%
43,004
-4,384
17
$864K 0.39%
39,685
18
$791K 0.36%
34,192
19
$585K 0.27%
27,189
20
$490K 0.22%
8,317
-145
21
$486K 0.22%
1,347
22
$395K 0.18%
6,907
+2,194
23
$290K 0.13%
17,454
+2,083
24
$269K 0.12%
11,501
-128
25
$262K 0.12%
466
-13
1
2