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
$165M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.15M
3
+$2.98M
4
NVDA icon
NVIDIA
NVDA
+$2.97M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$929K

Top Sells

1
+$3.14M
2
+$2.92M
3
+$371K
4
TSLA icon
Tesla
TSLA
+$266K
5
AAPL icon
Apple
AAPL
+$240K

Sector Composition

1 Technology 26.51%
2 Financials 14.84%
3 Consumer Discretionary 7.01%
4 Communication Services 5.07%
5 Healthcare 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 1%
10,975
27
$1.44M 0.87%
24,867
-548
28
$1.29M 0.78%
28,126
-1,511
29
$1.12M 0.68%
19,250
30
$1.06M 0.64%
17,653
+184
31
$1.02M 0.62%
7,712
+11
32
$933K 0.57%
3,342
+91
33
$896K 0.54%
1,811
+1
34
$851K 0.52%
3,766
+154
35
$806K 0.49%
1,037
+313
36
$779K 0.47%
3,422
-210
37
$757K 0.46%
6,144
-301
38
$747K 0.45%
2,739
39
$688K 0.42%
1,417
-25
40
$683K 0.41%
3,752
+2
41
$667K 0.4%
5,091
+329
42
$662K 0.4%
7,636
-50
43
$634K 0.38%
27,863
-2,000
44
$622K 0.38%
2,299
+5
45
$614K 0.37%
2,410
+100
46
$614K 0.37%
2,496
47
$597K 0.36%
3,677
-143
48
$566K 0.34%
9,657
-501
49
$555K 0.34%
1,446
-20
50
$553K 0.33%
1,244
+12
1
2
3 4