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
$147M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$257K
3
+$253K
4
MCO icon
Moody's
MCO
+$234K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$217K

Top Sells

1
+$352K
2
+$282K
3
+$277K
4
FLO icon
Flowers Foods
FLO
+$220K
5
JPM icon
JPMorgan Chase
JPM
+$203K

Sector Composition

1 Technology 24.63%
2 Financials 15.25%
3 Consumer Discretionary 6.74%
4 Communication Services 5.22%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$953K 0.65%
1,810
+1
27
$918K 0.62%
17,469
28
$880K 0.6%
19,250
-750
29
$846K 0.57%
3,251
+2
30
$840K 0.57%
7,701
-86
31
$756K 0.51%
2,739
-200
32
$755K 0.51%
6,445
+129
33
$694K 0.47%
3,612
+15
34
$680K 0.46%
3,632
+5
35
$650K 0.44%
29,863
36
$613K 0.42%
2,496
+13
37
$600K 0.41%
7,686
+12
38
$585K 0.4%
4,678
-544
39
$582K 0.39%
10,158
+4
40
$581K 0.39%
3,750
-158
41
$575K 0.39%
2,294
-70
42
$560K 0.38%
3,820
-172
43
$535K 0.36%
1,120
-113
44
$515K 0.35%
4,762
+14
45
$514K 0.35%
2,310
46
$511K 0.35%
3,424
-71
47
$510K 0.35%
1,442
48
$508K 0.34%
1,466
+5
49
$505K 0.34%
1,232
+4
50
$460K 0.31%
7,803
+39
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2
3 4