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
$192M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$1.05M
3
+$536K
4
RDDT icon
Reddit
RDDT
+$504K
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$355K

Top Sells

1
+$577K
2
+$532K
3
+$522K
4
META icon
Meta Platforms (Facebook)
META
+$286K
5
WDAY icon
Workday
WDAY
+$244K

Sector Composition

1 Technology 28.87%
2 Financials 13.18%
3 Consumer Discretionary 6.24%
4 Communication Services 4.91%
5 Healthcare 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$534K 0.28%
3,081
-96
52
$525K 0.27%
917
-500
53
$517K 0.27%
6,432
+20
54
$504K 0.26%
+7,640
55
$497K 0.26%
5,966
+46
56
$495K 0.26%
1,218
+2
57
$476K 0.25%
3,231
+29
58
$472K 0.25%
1,236
+2
59
$469K 0.24%
10,116
+3,701
60
$459K 0.24%
45,735
+7,462
61
$443K 0.23%
6,168
-498
62
$441K 0.23%
2,861
-128
63
$425K 0.22%
2,049
+8
64
$401K 0.21%
4,567
-37
65
$395K 0.21%
2,405
66
$388K 0.2%
1,589
-1,000
67
$388K 0.2%
5,000
68
$386K 0.2%
2,372
+44
69
$373K 0.19%
1,996
70
$365K 0.19%
9,209
-974
71
$359K 0.19%
1,623
72
$341K 0.18%
2,103
+5
73
$323K 0.17%
2,510
+6
74
$310K 0.16%
2,561
-113
75
$308K 0.16%
+5,656
1 2
3
4 5