RWS

Resolute Wealth Strategies Portfolio holdings

AUM $232M
1-Year Est. Return 24.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$9.37M
2
+$2.56M
3
+$1.2M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$940K
5
PLTR icon
Palantir
PLTR
+$787K

Top Sells

1
+$4.8M
2
+$1.24M
3
+$644K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$635K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$562K

Sector Composition

1 Technology 26.19%
2 Financials 10.29%
3 Communication Services 7.35%
4 Consumer Discretionary 5.82%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$600K 0.27%
3,562
-384
52
$568K 0.26%
1,278
+55
53
$560K 0.26%
1,382
+5
54
$541K 0.25%
6,054
+21
55
$516K 0.24%
6,148
-1,478
56
$512K 0.23%
1,200
+1
57
$506K 0.23%
9,802
-155
58
$498K 0.23%
1,919
-34
59
$496K 0.23%
49,567
+1,001
60
$492K 0.23%
2,652
-239
61
$475K 0.22%
3,093
+3
62
$470K 0.22%
1,425
+10
63
$461K 0.21%
1,186
+1
64
$458K 0.21%
1,623
-26
65
$455K 0.21%
1,889
66
$450K 0.21%
4,751
+4
67
$444K 0.2%
2,302
68
$430K 0.2%
5,382
+606
69
$423K 0.19%
2,614
+200
70
$422K 0.19%
1,219
+2
71
$419K 0.19%
2,501
+9
72
$418K 0.19%
7,723
+1,867
73
$411K 0.19%
1,863
+7
74
$406K 0.19%
2,835
+35
75
$405K 0.19%
6,110
+1
1 2
3
4 5