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
$192M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$1.05M
3
+$536K
4
RDDT icon
Reddit
RDDT
+$504K
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$355K

Top Sells

1
+$577K
2
+$532K
3
+$522K
4
META icon
Meta Platforms (Facebook)
META
+$286K
5
WDAY icon
Workday
WDAY
+$244K

Sector Composition

1 Technology 28.87%
2 Financials 13.18%
3 Consumer Discretionary 6.24%
4 Communication Services 4.91%
5 Healthcare 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$305K 0.16%
794
+2
77
$295K 0.15%
1,470
+3
78
$293K 0.15%
10,070
+91
79
$291K 0.15%
497
+1
80
$291K 0.15%
9,130
-502
81
$285K 0.15%
600
82
$274K 0.14%
899
+4
83
$259K 0.13%
3,014
-1,460
84
$242K 0.13%
1,594
+1
85
$235K 0.12%
1,186
+5
86
$234K 0.12%
8,054
+33
87
$232K 0.12%
+2,569
88
$231K 0.12%
3,141
+16
89
$231K 0.12%
1,345
-75
90
$224K 0.12%
1,602
+8
91
$221K 0.11%
6,394
-163
92
$221K 0.11%
5,087
+4
93
$211K 0.11%
3,856
94
$211K 0.11%
5,034
95
$208K 0.11%
+337
96
$203K 0.11%
1,704
+3
97
$201K 0.1%
818
98
$200K 0.1%
+1,757
99
$166K 0.09%
10,661
+102
100
– –
-8,316
1 2 3
4
5