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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$8.23M
3
+$6.05M
4
BXSL icon
Blackstone Secured Lending
BXSL
+$5.68M
5
AMZN icon
Amazon
AMZN
+$5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.39%
2 Financials 16.17%
3 Consumer Discretionary 6.68%
4 Communication Services 5.68%
5 Healthcare 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$239K 0.2%
+1,149
77
$231K 0.2%
+1,098
78
$228K 0.19%
+4,560
79
$225K 0.19%
+2,458
80
$223K 0.19%
+9,024
81
$210K 0.18%
+2,072
82
$209K 0.18%
+2,288
83
$207K 0.18%
+7,358
84
$201K 0.17%
+520
85
$144K 0.12%
+10,819
86
$16.1K 0.01%
+1,675
87
$1.95K ﹤0.01%
+28
1 2 3
4