RWS

Resolute Wealth Strategies Portfolio holdings

AUM $219M
1-Year Est. Return 26.17%
This Quarter Est. Return
1 Year Est. Return
+26.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$603K
3
+$528K
4
GFI icon
Gold Fields
GFI
+$490K
5
META icon
Meta Platforms (Facebook)
META
+$444K

Top Sells

1
+$4.02M
2
+$3.99M
3
+$3.64M
4
NVDA icon
NVIDIA
NVDA
+$3M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$1.6M

Sector Composition

1 Technology 23.79%
2 Financials 15.33%
3 Communication Services 6.32%
4 Consumer Discretionary 6.27%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.94%
7,584
-27
27
$1.31M 0.73%
12,470
-3,320
28
$1.19M 0.66%
2,270
+501
29
$1.16M 0.65%
4,321
+784
30
$1.12M 0.63%
3,197
-25
31
$1.11M 0.62%
1,346
+307
32
$1.04M 0.58%
43,939
+11,123
33
$1.04M 0.58%
4,948
+1,190
34
$973K 0.54%
1,688
+770
35
$959K 0.54%
16,781
-606
36
$863K 0.48%
27,863
37
$825K 0.46%
29,058
+316
38
$822K 0.46%
17,836
+5,790
39
$727K 0.41%
8,096
+443
40
$707K 0.39%
7,618
+8
41
$695K 0.39%
3,692
-39
42
$693K 0.39%
5,134
+97
43
$651K 0.36%
1,389
-77
44
$630K 0.35%
12,476
+3,174
45
$610K 0.34%
2,582
+15
46
$603K 0.34%
+3,770
47
$580K 0.32%
1,032
-77
48
$562K 0.31%
2,410
49
$556K 0.31%
1,183
+1
50
$550K 0.31%
5,883
-662
1
2
3 4 5