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
$147M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$257K
3
+$253K
4
MCO icon
Moody's
MCO
+$234K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$217K

Top Sells

1
+$352K
2
+$282K
3
+$277K
4
FLO icon
Flowers Foods
FLO
+$220K
5
JPM icon
JPMorgan Chase
JPM
+$203K

Sector Composition

1 Technology 24.63%
2 Financials 15.25%
3 Consumer Discretionary 6.74%
4 Communication Services 5.22%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$428K 0.29%
5,901
+29
52
$427K 0.29%
2,894
+50
53
$425K 0.29%
6,374
+21
54
$422K 0.29%
724
+47
55
$420K 0.28%
1,178
+2
56
$388K 0.26%
4,631
-256
57
$385K 0.26%
2,151
+8
58
$383K 0.26%
1,228
-73
59
$366K 0.25%
1,996
+4
60
$350K 0.24%
4,448
-1,027
61
$349K 0.24%
10,352
-4,593
62
$345K 0.23%
2,328
-250
63
$341K 0.23%
2,173
+8
64
$335K 0.23%
1,238
+2
65
$321K 0.22%
8,868
+185
66
$311K 0.21%
36,732
+798
67
$307K 0.21%
10,488
+97
68
$293K 0.2%
5,000
69
$281K 0.19%
9,744
-116
70
$274K 0.19%
1,979
-6
71
$270K 0.18%
2,491
+21
72
$266K 0.18%
1,070
73
$265K 0.18%
1,623
74
$262K 0.18%
885
+5
75
$261K 0.18%
1,461
+2
1 2
3
4