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
$134M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$142K
3
+$110K
4
MSFT icon
Microsoft
MSFT
+$107K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$66.7K

Top Sells

1
+$217K
2
+$217K
3
+$213K
4
NVDA icon
NVIDIA
NVDA
+$211K
5
MCO icon
Moody's
MCO
+$209K

Sector Composition

1 Technology 23.8%
2 Financials 15.15%
3 Consumer Discretionary 6.56%
4 Communication Services 5.32%
5 Healthcare 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$433K 0.32%
1,442
52
$409K 0.31%
14,945
+47
53
$402K 0.3%
1,176
+1
54
$395K 0.3%
5,475
+4
55
$391K 0.29%
5,872
+25
56
$390K 0.29%
2,578
57
$364K 0.27%
677
+51
58
$352K 0.26%
8,683
+22
59
$342K 0.26%
35,934
+701
60
$337K 0.25%
2,165
+9
61
$332K 0.25%
1,301
+3
62
$332K 0.25%
1,992
+4
63
$331K 0.25%
6,353
+28
64
$327K 0.24%
9,860
+81
65
$327K 0.24%
2,143
-40
66
$304K 0.23%
1,236
+3
67
$293K 0.22%
5,000
68
$292K 0.22%
2,844
+250
69
$287K 0.21%
1,985
-93
70
$282K 0.21%
4,204
+4
71
$268K 0.2%
1,070
72
$264K 0.2%
10,391
+94
73
$243K 0.18%
1,663
-10
74
$235K 0.18%
1,459
-148
75
$232K 0.17%
880
+4
1 2
3
4