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
$147M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$257K
3
+$253K
4
MCO icon
Moody's
MCO
+$234K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$217K

Top Sells

1
+$352K
2
+$282K
3
+$277K
4
FLO icon
Flowers Foods
FLO
+$220K
5
JPM icon
JPMorgan Chase
JPM
+$203K

Sector Composition

1 Technology 24.63%
2 Financials 15.25%
3 Consumer Discretionary 6.74%
4 Communication Services 5.22%
5 Healthcare 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$257K 0.17%
+9,220
77
$253K 0.17%
+1,853
78
$252K 0.17%
522
+1
79
$247K 0.17%
1,560
-103
80
$246K 0.17%
791
+1
81
$240K 0.16%
4,335
+15
82
$236K 0.16%
3,257
+16
83
$234K 0.16%
+600
84
$227K 0.15%
6,535
-89
85
$222K 0.15%
2,016
-63
86
$220K 0.15%
6,136
-478
87
$217K 0.15%
+1,272
88
$211K 0.14%
+2,666
89
– –
-11,365
90
– –
-4,204
91
– –
-11,459
92
– –
-9,917
93
– –
-1,675
1 2 3
4