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
$194M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$4.02M
3
+$1.33M
4
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$363K
5
TSLA icon
Tesla
TSLA
+$342K

Top Sells

1
+$8.86M
2
+$3.66M
3
+$2.71M
4
NVDA icon
NVIDIA
NVDA
+$833K
5
CMG icon
Chipotle Mexican Grill
CMG
+$597K

Sector Composition

1 Technology 28.4%
2 Financials 13.76%
3 Consumer Discretionary 6.53%
4 Communication Services 6.4%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 1.17%
21,233
-2,065
27
$1.96M 1.01%
10,357
+92
28
$1.85M 0.95%
7,611
-456
29
$1.6M 0.82%
17,721
+300
30
$1.05M 0.54%
3,537
+3
31
$1.02M 0.52%
3,222
-159
32
$1M 0.51%
17,387
-1,895
33
$895K 0.46%
1,769
-44
34
$870K 0.45%
28,742
+234
35
$804K 0.41%
6,124
-12
36
$804K 0.41%
3,731
-47
37
$802K 0.41%
1,039
-25
38
$795K 0.41%
32,816
+11,043
39
$786K 0.4%
7,610
-43
40
$761K 0.39%
7,653
+38
41
$750K 0.39%
1,466
+185
42
$734K 0.38%
27,863
43
$726K 0.37%
5,037
+12
44
$668K 0.34%
3,758
+2
45
$653K 0.34%
1,109
+82
46
$595K 0.31%
2,410
47
$593K 0.31%
1,182
+1
48
$585K 0.3%
2,567
+15
49
$573K 0.29%
1,473
+4
50
$564K 0.29%
9,350
-9,900
1
2
3 4 5