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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
$232M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$3.99M
3
+$2.6M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$921K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$778K

Top Sells

1
+$3.07M
2
+$897K
3
+$813K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$675K
5
GFI icon
Gold Fields
GFI
+$413K

Sector Composition

1 Technology 24.97%
2 Financials 8.61%
3 Communication Services 7.09%
4 Consumer Discretionary 5.16%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHW icon
76
Sherwin-Williams
SHW
$79.5B
$406K 0.18%
1,266
+44
BKR icon
77
Baker Hughes
BKR
$61B
$403K 0.17%
6,597
+172
TRMK icon
78
Trustmark
TRMK
$2.65B
$385K 0.17%
9,125
+43
EGP icon
79
EastGroup Properties
EGP
$11B
$373K 0.16%
2,014
+18
SDY icon
80
State Street SPDR S&P Dividend ETF
SDY
$21.5B
$371K 0.16%
2,543
+7
WBD icon
81
Warner Bros
WBD
$66.7B
$365K 0.16%
13,277
+6,200
JPIE icon
82
JPMorgan Income ETF
JPIE
$9.52B
$363K 0.16%
7,879
-407
IYW icon
83
iShares US Technology ETF
IYW
$24.6B
$354K 0.15%
1,952
+1
GEV icon
84
GE Vernova
GEV
$264B
$337K 0.15%
+386
XLY icon
85
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.8B
$324K 0.14%
2,972
+5
BXSL icon
86
Blackstone Secured Lending
BXSL
$5.54B
$322K 0.14%
13,582
+350
AGIX
87
KraneShares Public-Private AI & Technology ETF
AGIX
$1.07B
$321K 0.14%
9,799
+3,590
NEE icon
88
NextEra Energy
NEE
$180B
$318K 0.14%
3,421
+837
CSX icon
89
CSX Corp
CSX
$87.1B
$305K 0.13%
7,425
+970
IAI icon
90
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.46B
$304K 0.13%
1,849
+8
C icon
91
Citigroup
C
$244B
$295K 0.13%
2,605
+3
VTV icon
92
Vanguard Value ETF
VTV
$184B
$295K 0.13%
1,502
+5
MCD icon
93
McDonald's
MCD
$205B
$290K 0.13%
933
+226
MCO icon
94
Moody's
MCO
$81.8B
$272K 0.12%
623
+23
UCB
95
United Community Banks
UCB
$3.99B
$270K 0.12%
8,560
+68
VIG icon
96
Vanguard Dividend Appreciation ETF
VIG
$110B
$263K 0.11%
1,222
+5
EPD icon
97
Enterprise Products Partners
EPD
$78.9B
$259K 0.11%
6,849
+43
UFOX
98
Defiance Connective Technologies ETF
UFOX
$1.01B
$255K 0.11%
3,736
-537
CCJ icon
99
Cameco
CCJ
$47B
$236K 0.1%
2,168
-100
PSX icon
100
Phillips 66
PSX
$69B
$234K 0.1%
+1,287
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4
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