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
$174M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$571K
2
+$352K
3
+$268K
4
NVO icon
Novo Nordisk
NVO
+$243K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$213K

Top Sells

1
+$2.95M
2
+$508K
3
+$412K
4
CVS icon
CVS Health
CVS
+$254K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$202K

Sector Composition

1 Technology 30.25%
2 Financials 13.6%
3 Consumer Discretionary 6.99%
4 Communication Services 5.44%
5 Healthcare 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$501K 0.29%
3,202
+39
52
$500K 0.29%
1,452
+6
53
$491K 0.28%
3,862
-193
54
$453K 0.26%
5,920
55
$436K 0.25%
2,989
+313
56
$435K 0.25%
2,041
-118
57
$424K 0.24%
6,666
-447
58
$420K 0.24%
4,604
-40
59
$405K 0.23%
6,412
+19
60
$405K 0.23%
10,183
-169
61
$404K 0.23%
2,328
62
$391K 0.23%
1,216
-22
63
$390K 0.22%
2,405
64
$368K 0.21%
1,234
+3
65
$351K 0.2%
4,474
+14
66
$339K 0.2%
1,996
67
$315K 0.18%
38,273
+700
68
$307K 0.18%
2,098
-84
69
$301K 0.17%
5,000
70
$296K 0.17%
792
71
$293K 0.17%
2,504
+6
72
$292K 0.17%
6,415
+959
73
$289K 0.17%
9,632
-137
74
$286K 0.16%
496
75
$281K 0.16%
1,623
1 2
3
4