RWS

Resolute Wealth Strategies Portfolio holdings

AUM $219M
1-Year Est. Return 26.17%
This Quarter Est. Return
1 Year Est. Return
+26.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$603K
3
+$528K
4
GFI icon
Gold Fields
GFI
+$490K
5
META icon
Meta Platforms (Facebook)
META
+$444K

Top Sells

1
+$4.02M
2
+$3.99M
3
+$3.64M
4
NVDA icon
NVIDIA
NVDA
+$3M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$1.6M

Sector Composition

1 Technology 23.79%
2 Financials 15.33%
3 Communication Services 6.32%
4 Consumer Discretionary 6.27%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$317K 0.18%
1,223
+376
77
$313K 0.17%
9,075
-100
78
$301K 0.17%
2,934
+489
79
$295K 0.16%
796
+1
80
$294K 0.16%
2,095
+501
81
$291K 0.16%
1,476
+4
82
$288K 0.16%
10,234
+78
83
$284K 0.16%
909
+5
84
$282K 0.16%
11,104
+151
85
$279K 0.16%
600
86
$274K 0.15%
1,879
-644
87
$257K 0.14%
3,043
+14
88
$252K 0.14%
+490
89
$245K 0.14%
452
-35
90
$238K 0.13%
+3,539
91
$237K 0.13%
+1,786
92
$235K 0.13%
6,887
+36
93
$233K 0.13%
1,203
+6
94
$226K 0.13%
1,327
95
$208K 0.12%
+1,240
96
$206K 0.12%
3,856
97
$206K 0.11%
4,843
+3
98
$206K 0.11%
+2,030
99
$64.6K 0.04%
+22,668
100
$51.3K 0.03%
+11,200
1 2 3
4
5