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
$134M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$142K
3
+$110K
4
MSFT icon
Microsoft
MSFT
+$107K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$66.7K

Top Sells

1
+$217K
2
+$217K
3
+$213K
4
NVDA icon
NVIDIA
NVDA
+$211K
5
MCO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$228K 0.17%
1,623
77
$225K 0.17%
3,241
+14
78
$225K 0.17%
2,470
79
$220K 0.16%
9,917
+37
80
$216K 0.16%
521
+1
81
$215K 0.16%
4,320
-250
82
$215K 0.16%
790
+1
83
$207K 0.15%
6,614
-364
84
$204K 0.15%
6,624
-20
85
$201K 0.15%
2,079
+3
86
$126K 0.09%
11,459
+149
87
$98K 0.07%
11,365
+223
88
$24.3K 0.02%
1,675
89
– –
-600
90
– –
-2,300
91
– –
-10,091
92
– –
-1,252
1 2 3
4