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RWS

Resolute Wealth Strategies Portfolio holdings

AUM $232M
1-Year Est. Return 24.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$3.99M
3
+$2.6M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$921K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$778K

Top Sells

1
+$3.07M
2
+$897K
3
+$813K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$675K
5
GFI icon
Gold Fields
GFI
+$413K

Sector Composition

1 Technology 24.97%
2 Financials 8.61%
3 Communication Services 7.09%
4 Consumer Discretionary 5.16%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MUSA icon
51
Murphy USA
MUSA
$10.5B
$611K 0.26%
1,236
+2
AVGO icon
52
Broadcom
AVGO
$1.79T
$600K 0.26%
1,937
+454
LOW icon
53
Lowe's Companies
LOW
$126B
$595K 0.26%
2,519
+109
KO icon
54
Coca-Cola
KO
$345B
$586K 0.25%
7,704
+1,393
VONV icon
55
Vanguard Russell 1000 Value ETF
VONV
$20.3B
$572K 0.25%
6,099
+20
TSLA icon
56
Tesla
TSLA
$1.52T
$559K 0.24%
1,504
-40
UNH icon
57
UnitedHealth
UNH
$370B
$550K 0.24%
2,032
-314
AMD icon
58
Advanced Micro Devices
AMD
$827B
$541K 0.23%
2,659
-100
HCA icon
59
HCA Healthcare
HCA
$88.1B
$540K 0.23%
1,140
-56
RTX icon
60
RTX Corp
RTX
$252B
$537K 0.23%
2,782
+272
JBND icon
61
JPMorgan Active Bond ETF
JBND
$8.26B
$523K 0.23%
9,723
+2,000
MPC icon
62
Marathon Petroleum
MPC
$73.1B
$519K 0.22%
2,124
HD icon
63
Home Depot
HD
$336B
$495K 0.21%
1,507
+120
PG icon
64
Procter & Gamble
PG
$355B
$494K 0.21%
3,418
-55
IBM icon
65
IBM
IBM
$255B
$487K 0.21%
2,008
+364
XLK icon
66
State Street Technology Select Sector SPDR ETF
XLK
$122B
$469K 0.2%
3,528
-6,363
BAC icon
67
Bank of America
BAC
$403B
$465K 0.2%
9,548
+86
SO icon
68
Southern Company
SO
$106B
$463K 0.2%
4,797
+41
AEM icon
69
Agnico Eagle Mines
AEM
$87.9B
$454K 0.2%
2,237
-1,325
VB icon
70
Vanguard Small-Cap ETF
VB
$79.6B
$451K 0.19%
1,722
+247
DNP icon
71
DNP Select Income Fund
DNP
$4.06B
$432K 0.19%
41,967
+777
WM icon
72
Waste Management
WM
$87.8B
$422K 0.18%
1,837
+21
VUG icon
73
Vanguard Growth ETF
VUG
$225B
$419K 0.18%
5,754
+228
XLE icon
74
State Street Energy Select Sector SPDR ETF
XLE
$37.5B
$416K 0.18%
6,786
-40
VHT icon
75
Vanguard Health Care ETF
VHT
$16.9B
$410K 0.18%
1,504
-323
1 2
3
4 5