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
$192M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$1.05M
3
+$536K
4
RDDT icon
Reddit
RDDT
+$504K
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$355K

Top Sells

1
+$577K
2
+$532K
3
+$522K
4
META icon
Meta Platforms (Facebook)
META
+$286K
5
WDAY icon
Workday
WDAY
+$244K

Sector Composition

1 Technology 28.87%
2 Financials 13.18%
3 Consumer Discretionary 6.24%
4 Communication Services 4.91%
5 Healthcare 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.73%
17,421
+5
27
$1.15M 0.6%
19,282
-2,852
28
$1.11M 0.58%
19,250
29
$1.06M 0.55%
1,813
+1
30
$1.05M 0.54%
+10,400
31
$962K 0.5%
28,508
+205
32
$959K 0.5%
3,534
+108
33
$943K 0.49%
1,064
+6
34
$930K 0.48%
3,381
+37
35
$871K 0.45%
3,778
+8
36
$865K 0.45%
7,615
-14
37
$829K 0.43%
6,136
+61
38
$819K 0.43%
5,025
-76
39
$792K 0.41%
27,863
40
$742K 0.39%
3,756
+2
41
$739K 0.38%
7,653
+17
42
$653K 0.34%
2,410
43
$636K 0.33%
2,253
-46
44
$629K 0.33%
2,552
+28
45
$625K 0.32%
1,281
+35
46
$595K 0.31%
1,469
+17
47
$592K 0.31%
1,027
+1
48
$582K 0.3%
1,181
+1
49
$551K 0.29%
3,876
+14
50
$536K 0.28%
+21,773
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