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
$165M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.15M
3
+$2.98M
4
NVDA icon
NVIDIA
NVDA
+$2.97M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$929K

Top Sells

1
+$3.14M
2
+$2.92M
3
+$371K
4
TSLA icon
Tesla
TSLA
+$266K
5
AAPL icon
Apple
AAPL
+$240K

Sector Composition

1 Technology 26.51%
2 Financials 14.84%
3 Consumer Discretionary 7.01%
4 Communication Services 5.07%
5 Healthcare 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$539K 0.33%
1,025
-95
52
$532K 0.32%
4,055
-623
53
$499K 0.3%
3,163
-261
54
$494K 0.3%
1,179
+1
55
$469K 0.28%
2,328
56
$466K 0.28%
5,920
+19
57
$460K 0.28%
2,159
+8
58
$438K 0.27%
4,644
+13
59
$435K 0.26%
7,113
-690
60
$434K 0.26%
2,405
-489
61
$427K 0.26%
1,231
+3
62
$424K 0.26%
6,393
+19
63
$413K 0.25%
1,238
64
$395K 0.24%
2,676
+823
65
$393K 0.24%
10,352
66
$385K 0.23%
4,460
+12
67
$359K 0.22%
1,996
68
$345K 0.21%
2,182
+9
69
$342K 0.21%
5,000
70
$341K 0.21%
37,573
+841
71
$315K 0.19%
7,993
-875
72
$310K 0.19%
1,623
73
$290K 0.18%
2,498
+7
74
$275K 0.17%
9,769
+549
75
$273K 0.17%
792
+1
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3
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