RWS
Resolute Wealth Strategies Portfolio holdings
AUM
$187M
This Quarter Return
-1.99%
1 Year Return
+18.44%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(+3.7%)
Cap. Flow
+$8.11M
Cap. Flow
% of AUM
6.06%
Top 10 Holdings %
Top 10 Hldgs %
57.2%
Holding
92
New
1
Increased
44
Reduced
31
Closed
4
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$9.46M |
| 2 |
Blackstone Secured Lending
BXSL
|
$142K |
| 3 |
SPDR Gold Trust
GLD
|
$110K |
| 4 |
Microsoft
MSFT
|
$107K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
$66.7K |
Top Sells
| 1 |
Apple
AAPL
|
$217K |
| 2 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$217K |
| 3 |
Trustmark
TRMK
|
$213K |
| 4 |
NVIDIA
NVDA
|
$211K |
| 5 |
Moody's
MCO
|
$209K |
Sector Composition
| 1 | Technology | 23.8% |
| 2 | Financials | 15.15% |
| 3 | Consumer Discretionary | 6.56% |
| 4 | Communication Services | 5.32% |
| 5 | Healthcare | 5.15% |
