RWP

Reliant Wealth Planning Portfolio holdings

AUM $331M
1-Year Est. Return 10.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$16.1M
3
+$3.79M
4
MSFT icon
Microsoft
MSFT
+$3.3M
5
AAPL icon
Apple
AAPL
+$1.22M

Top Sells

1
+$7.1M
2
+$2.34M
3
+$2.05M
4
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$2.05M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$974K

Sector Composition

1 Technology 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.9M 14.89%
588,270
-91,719
2
$45.4M 14.73%
1,664,663
+14,279
3
$38.7M 12.54%
265,590
-16,696
4
$33.5M 10.85%
201,622
-2,903
5
$31.4M 10.18%
957,346
+920,903
6
$24.9M 8.08%
997,667
-20,918
7
$22.7M 7.36%
665,071
-7,379
8
$15.7M 5.09%
+438,408
9
$8.59M 2.78%
169,657
+882
10
$5.74M 1.86%
9,370
-1,652
11
$4.02M 1.3%
+102,585
12
$3.68M 1.19%
7,110
+6,465
13
$2.04M 0.66%
90,992
14
$1.72M 0.56%
67,567
15
$1.47M 0.48%
63,964
+6,236
16
$1.45M 0.47%
61,955
-621
17
$1.41M 0.46%
54,310
18
$1.4M 0.45%
57,461
+1,857
19
$1.38M 0.45%
61,083
+2,006
20
$1.37M 0.45%
+5,393
21
$1.35M 0.44%
55,433
+5,893
22
$1.08M 0.35%
43,004
-577
23
$1.01M 0.33%
43,474
-8,462
24
$973K 0.32%
44,324
25
$971K 0.31%
37,010
-7,497
1
2 3