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
$194M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$4.02M
3
+$1.33M
4
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$363K
5
TSLA icon
Tesla
TSLA
+$342K

Top Sells

1
+$8.86M
2
+$3.66M
3
+$2.71M
4
NVDA icon
NVIDIA
NVDA
+$833K
5
CMG icon
Chipotle Mexican Grill
CMG
+$597K

Sector Composition

1 Technology 28.4%
2 Financials 13.76%
3 Consumer Discretionary 6.53%
4 Communication Services 6.4%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$561K 0.29%
6,545
+1,978
52
$550K 0.28%
12,046
+1,930
53
$547K 0.28%
2,156
-97
54
$537K 0.28%
918
+1
55
$517K 0.27%
3,084
+3
56
$515K 0.26%
3,896
+20
57
$487K 0.25%
5,990
+24
58
$467K 0.24%
9,302
+3,646
59
$424K 0.22%
2,930
-301
60
$415K 0.21%
2,055
+6
61
$412K 0.21%
1,211
-25
62
$411K 0.21%
46,553
+818
63
$410K 0.21%
1,589
64
$405K 0.21%
9,218
+9
65
$384K 0.2%
6,169
+1
66
$359K 0.18%
4,241
-2,191
67
$359K 0.18%
1,195
-23
68
$357K 0.18%
1,623
69
$347K 0.18%
2,523
-338
70
$342K 0.18%
+847
71
$331K 0.17%
2,295
-215
72
$330K 0.17%
1,472
+2
73
$328K 0.17%
10,156
+86
74
$326K 0.17%
795
+1
75
$325K 0.17%
9,175
+45
1 2
3
4 5