RWS

Resolute Wealth Strategies Portfolio holdings

AUM $187M
1-Year Est. Return 18.44%
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$8.23M
3
+$6.05M
4
BXSL icon
Blackstone Secured Lending
BXSL
+$5.68M
5
AMZN icon
Amazon
AMZN
+$5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.39%
2 Financials 16.17%
3 Consumer Discretionary 6.68%
4 Communication Services 5.68%
5 Healthcare 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$835K 0.71%
+1,765
27
$821K 0.7%
+7,716
28
$783K 0.67%
+6,682
29
$752K 0.64%
+22,000
30
$696K 0.59%
+3,086
31
$669K 0.57%
+4,497
32
$667K 0.57%
+30,155
33
$664K 0.57%
+5,367
34
$633K 0.54%
+3,972
35
$597K 0.51%
+3,616
36
$587K 0.5%
+3,597
37
$574K 0.49%
+2,408
38
$556K 0.47%
+10,154
39
$532K 0.45%
+3,591
40
$514K 0.44%
+2,552
41
$494K 0.42%
+7,969
42
$494K 0.42%
+17,278
43
$481K 0.41%
+7,653
44
$462K 0.39%
+5,023
45
$462K 0.39%
+2,310
46
$459K 0.39%
+1,116
47
$433K 0.37%
+1,468
48
$411K 0.35%
+37,330
49
$406K 0.35%
+5,467
50
$405K 0.34%
+16,809
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