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RWS

Resolute Wealth Strategies Portfolio holdings

AUM $232M
1-Year Est. Return 24.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$3.99M
3
+$2.6M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$921K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$778K

Top Sells

1
+$3.07M
2
+$897K
3
+$813K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$675K
5
GFI icon
Gold Fields
GFI
+$413K

Sector Composition

1 Technology 24.97%
2 Financials 8.61%
3 Communication Services 7.09%
4 Consumer Discretionary 5.16%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.4T
$32.7M 14.12%
128,935
+2,131
JGRO icon
2
JPMorgan Active Growth ETF
JGRO
$9.87B
$13.6M 5.86%
160,789
+8,578
FBND icon
3
Fidelity Total Bond ETF
FBND
$26.4B
$11.5M 4.95%
251,544
+1,648
NVDA icon
4
NVIDIA
NVDA
$5.02T
$9.5M 4.1%
54,466
+1,832
AMZN icon
5
Amazon
AMZN
$2.65T
$9.4M 4.06%
45,155
-661
MINT icon
6
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.3B
$9.26M 3.99%
92,043
+9,158
CAT icon
7
Caterpillar
CAT
$435B
$9.05M 3.9%
12,772
-51
JAVA icon
8
JPMorgan Active Value ETF
JAVA
$6.66B
$8.04M 3.47%
112,106
+5,746
MSFT icon
9
Microsoft
MSFT
$2.93T
$7.59M 3.27%
20,498
+9,528
GLD icon
10
SPDR Gold Trust
GLD
$141B
$7.02M 3.03%
16,304
-341
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.53T
$6.72M 2.9%
23,409
+193
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.07T
$5.33M 2.3%
11,115
-74
IVW icon
13
iShares S&P 500 Growth ETF
IVW
$74.4B
$5.07M 2.19%
44,858
-230
XLI icon
14
State Street Industrial Select Sector SPDR ETF
XLI
$31.5B
$5.07M 2.19%
+31,330
IVE icon
15
iShares S&P 500 Value ETF
IVE
$47.9B
$4.82M 2.08%
22,815
-354
SPY icon
16
State Street SPDR S&P 500 ETF Trust
SPY
$792B
$4.64M 2%
7,139
+122
JPM icon
17
JPMorgan Chase
JPM
$887B
$4.3M 1.85%
14,610
+996
T icon
18
AT&T
T
$161B
$3.87M 1.67%
133,389
+1,541
SHOP icon
19
Shopify
SHOP
$147B
$3.7M 1.6%
31,220
+640
AMGN icon
20
Amgen
AMGN
$188B
$3.45M 1.49%
9,796
+10
GOOGL icon
21
Alphabet (Google) Class A
GOOGL
$4.55T
$3.4M 1.47%
11,825
+227
XOM icon
22
Exxon Mobil
XOM
$588B
$3.29M 1.42%
19,364
-54
BX icon
23
Blackstone
BX
$156B
$3.13M 1.35%
27,257
+12
RNST icon
24
Renasant Corp
RNST
$3.87B
$2.61M 1.12%
72,148
+609
WMT icon
25
Walmart Inc
WMT
$963B
$2.49M 1.08%
20,075
+160
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