RWA

Resolute Wealth Advisor Portfolio holdings

AUM $176M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$15.7M
2 +$11.9M
3 +$11.7M
4
APUE icon
ActivePassive US Equity ETF
APUE
+$11.3M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.4%
2 Consumer Discretionary 1.31%
3 Communication Services 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IGM icon
76
iShares Expanded Tech Sector ETF
IGM
$10.3B
$219K 0.12%
+1,850
BND icon
77
Vanguard Total Bond Market
BND
$152B
$202K 0.12%
+2,749
NRO
78
Neuberger Real Estate Securities Income Fund Inc
NRO
$187M
$87.5K 0.05%
+30,792