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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$8.23M
3
+$6.05M
4
BXSL icon
Blackstone Secured Lending
BXSL
+$5.68M
5
AMZN icon
Amazon
AMZN
+$5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.39%
2 Financials 16.17%
3 Consumer Discretionary 6.68%
4 Communication Services 5.68%
5 Healthcare 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$405K 0.34%
+2,479
52
$404K 0.34%
+7,403
53
$404K 0.34%
+1,260
54
$396K 0.34%
+9,705
55
$389K 0.33%
+5,824
56
$365K 0.31%
+4,401
57
$348K 0.3%
+2,578
58
$346K 0.29%
+2,069
59
$342K 0.29%
+1,297
60
$332K 0.28%
+5,000
61
$328K 0.28%
+1,984
62
$327K 0.28%
+1,542
63
$315K 0.27%
+2,034
64
$311K 0.26%
+11,341
65
$307K 0.26%
+1,098
66
$303K 0.26%
+1,173
67
$291K 0.25%
+1,294
68
$273K 0.23%
+8,632
69
$267K 0.23%
+3,830
70
$266K 0.23%
+8,101
71
$259K 0.22%
+1,673
72
$257K 0.22%
+4,755
73
$248K 0.21%
+2,529
74
$240K 0.2%
+1,830
75
$240K 0.2%
+1,604
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3
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