RWP

Reliant Wealth Planning Portfolio holdings

AUM $320M
1-Year Est. Return 11.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.05M
3
+$2.04M
4
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$1.93M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.83M

Top Sells

1
+$1.17M
2
+$158K
3
+$3.14K

Sector Composition

1 Technology 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.6M 20.53%
679,989
+5,223
2
$43.7M 17.07%
1,650,384
+70,061
3
$38.1M 14.88%
282,286
-9,363
4
$31.3M 12.23%
204,525
+18,010
5
$23.1M 9.02%
1,018,585
+96,772
6
$21.5M 8.39%
672,450
+34,823
7
$8.06M 3.15%
168,775
+16,870
8
$6.26M 2.44%
11,022
-301
9
$2.05M 0.8%
+76,769
10
$2.05M 0.8%
+83,356
11
$2.03M 0.79%
90,992
+10,754
12
$1.72M 0.67%
67,567
+9,609
13
$1.46M 0.57%
62,576
+621
14
$1.4M 0.55%
+54,310
15
$1.35M 0.53%
55,604
+5,362
16
$1.33M 0.52%
59,077
+5,792
17
$1.32M 0.52%
57,728
+2,412
18
$1.2M 0.47%
49,540
+2,282
19
$1.2M 0.47%
+51,936
20
$1.17M 0.46%
+36,443
21
$1.16M 0.45%
+47,167
22
$1.15M 0.45%
+44,507
23
$1.13M 0.44%
+44,557
24
$1.1M 0.43%
43,581
+577
25
$972K 0.38%
44,324
+4,639
1
2