RWS

Resolute Wealth Strategies Portfolio holdings

AUM $219M
1-Year Est. Return 26.17%
This Quarter Est. Return
1 Year Est. Return
+26.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$603K
3
+$528K
4
GFI icon
Gold Fields
GFI
+$490K
5
META icon
Meta Platforms (Facebook)
META
+$444K

Top Sells

1
+$4.02M
2
+$3.99M
3
+$3.64M
4
NVDA icon
NVIDIA
NVDA
+$3M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$1.6M

Sector Composition

1 Technology 23.79%
2 Financials 15.33%
3 Communication Services 6.32%
4 Consumer Discretionary 6.27%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$546K 0.3%
2,061
-95
52
$542K 0.3%
1,479
+6
53
$526K 0.29%
3,087
+3
54
$496K 0.28%
6,011
+21
55
$490K 0.27%
+22,204
56
$478K 0.27%
2,884
+972
57
$470K 0.26%
47,560
+1,007
58
$469K 0.26%
9,350
59
$441K 0.25%
1,889
+300
60
$438K 0.24%
6,109
-60
61
$436K 0.24%
4,742
+2,169
62
$431K 0.24%
1,861
-194
63
$428K 0.24%
+3,946
64
$424K 0.24%
10,160
+942
65
$424K 0.24%
1,214
+3
66
$414K 0.23%
1,197
+2
67
$411K 0.23%
3,031
-865
68
$409K 0.23%
1,644
+21
69
$395K 0.22%
+4,686
70
$352K 0.2%
1,996
71
$351K 0.2%
4,248
+7
72
$342K 0.19%
2,583
+10
73
$335K 0.19%
2,302
+100
74
$333K 0.19%
+12,554
75
$322K 0.18%
2,301
+6
1 2
3
4 5