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
$134M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$142K
3
+$110K
4
MSFT icon
Microsoft
MSFT
+$107K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$66.7K

Top Sells

1
+$217K
2
+$217K
3
+$213K
4
NVDA icon
NVIDIA
NVDA
+$211K
5
MCO icon
Moody's
MCO
+$209K

Sector Composition

1 Technology 23.8%
2 Financials 15.15%
3 Consumer Discretionary 6.56%
4 Communication Services 5.32%
5 Healthcare 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$931K 0.7%
17,469
+9
27
$912K 0.68%
1,809
+1
28
$802K 0.6%
7,787
+35
29
$747K 0.56%
3,249
+74
30
$733K 0.55%
20,000
-1,250
31
$680K 0.51%
6,316
-260
32
$631K 0.47%
2,939
33
$607K 0.45%
29,863
-1,200
34
$601K 0.45%
5,222
-68
35
$589K 0.44%
3,495
+25
36
$583K 0.44%
3,908
-69
37
$582K 0.44%
3,992
-308
38
$568K 0.42%
3,597
39
$556K 0.42%
2,364
-44
40
$541K 0.4%
3,627
+5
41
$529K 0.4%
1,233
42
$525K 0.39%
7,674
+10
43
$511K 0.38%
10,154
44
$506K 0.38%
2,483
-86
45
$480K 0.36%
2,310
46
$442K 0.33%
4,887
+472
47
$441K 0.33%
1,461
+6
48
$440K 0.33%
1,228
-34
49
$438K 0.33%
4,748
+14
50
$435K 0.33%
7,764
-209
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2
3 4