RWS
Resolute Wealth Strategies Portfolio holdings
AUM
$187M
This Quarter Return
+10.78%
1 Year Return
+18.44%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(+9.8%)
Cap. Flow
+$287K
Cap. Flow
% of AUM
0.22%
Top 10 Holdings %
Top 10 Hldgs %
57.33%
Holding
94
New
7
Increased
45
Reduced
31
Closed
3
Top Buys
| 1 |
Workday
WDAY
|
$664K |
| 2 |
Eli Lilly
LLY
|
$293K |
| 3 |
CSX Corp
CSX
|
$227K |
| 4 |
Vanguard Growth ETF
VUG
|
$223K |
| 5 |
Moody's
MCO
|
$209K |
Top Sells
| 1 |
Matthews China Active ETF
MCH
|
$405K |
| 2 |
Dollar General
DG
|
$231K |
| 3 |
Amazon
AMZN
|
$209K |
| 4 |
Apple
AAPL
|
$192K |
| 5 |
Shopify
SHOP
|
$165K |
Sector Composition
| 1 | Technology | 27.85% |
| 2 | Financials | 15.59% |
| 3 | Consumer Discretionary | 7.17% |
| 4 | Communication Services | 5.34% |
| 5 | Healthcare | 5.03% |
