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
$165M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.15M
3
+$2.98M
4
NVDA icon
NVIDIA
NVDA
+$2.97M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$929K

Top Sells

1
+$3.14M
2
+$2.92M
3
+$371K
4
TSLA icon
Tesla
TSLA
+$266K
5
AAPL icon
Apple
AAPL
+$240K

Sector Composition

1 Technology 26.51%
2 Financials 14.84%
3 Consumer Discretionary 7.01%
4 Communication Services 5.07%
5 Healthcare 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$269K 0.16%
1,464
+3
77
$263K 0.16%
1,695
-284
78
$260K 0.16%
9,888
-600
79
$260K 0.16%
496
-26
80
$254K 0.15%
3,189
+523
81
$251K 0.15%
890
+5
82
$249K 0.15%
+5,456
83
$243K 0.15%
6,545
+10
84
$240K 0.15%
1,560
85
$236K 0.14%
600
86
$234K 0.14%
8,432
-1,312
87
$224K 0.14%
+5,034
88
$218K 0.13%
3,109
-148
89
$216K 0.13%
1,181
-91
90
$215K 0.13%
+1,592
91
$207K 0.13%
5,287
-849
92
$202K 0.12%
3,331
-1,004
93
$179K 0.11%
+11,601
94
$14K 0.01%
+1,675
95
– –
-2,016
96
– –
-1,070
1 2 3
4