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
$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
TSLA icon
76
Tesla
TSLA
$1.5T
$317K 0.18%
1,223
+376
TRMK icon
77
Trustmark
TRMK
$2.34B
$313K 0.17%
9,075
-100
AMD icon
78
Advanced Micro Devices
AMD
$421B
$301K 0.17%
2,934
+489
VUG icon
79
Vanguard Growth ETF
VUG
$203B
$295K 0.16%
796
+1
IYW icon
80
iShares US Technology ETF
IYW
$23.3B
$294K 0.16%
2,095
+501
XLY icon
81
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.7B
$291K 0.16%
1,476
+4
UCB
82
United Community Banks
UCB
$3.66B
$288K 0.16%
10,234
+78
MCD icon
83
McDonald's
MCD
$221B
$284K 0.16%
909
+5
HAL icon
84
Halliburton
HAL
$22.6B
$282K 0.16%
11,104
+151
MCO icon
85
Moody's
MCO
$88.3B
$279K 0.16%
600
XLV icon
86
Health Care Select Sector SPDR Fund
XLV
$36.1B
$274K 0.15%
1,879
-644
PFG icon
87
Principal Financial Group
PFG
$17.7B
$257K 0.14%
3,043
+14
VOO icon
88
Vanguard S&P 500 ETF
VOO
$780B
$252K 0.14%
+490
VGT icon
89
Vanguard Information Technology ETF
VGT
$114B
$245K 0.14%
452
-35
JTEK icon
90
JPMorgan US Tech Leaders ETF
JTEK
$2.76B
$238K 0.13%
+3,539
ABT icon
91
Abbott
ABT
$221B
$237K 0.13%
+1,786
EPD icon
92
Enterprise Products Partners
EPD
$67.5B
$235K 0.13%
6,887
+36
VIG icon
93
Vanguard Dividend Appreciation ETF
VIG
$99.8B
$233K 0.13%
1,203
+6
FBT icon
94
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.16B
$226K 0.13%
1,327
AVGO icon
95
Broadcom
AVGO
$1.71T
$208K 0.12%
+1,240
JBND icon
96
JPMorgan Active Bond ETF
JBND
$3.25B
$206K 0.12%
3,856
SIXG
97
Defiance Connective Technologies ETF
SIXG
$789M
$206K 0.11%
4,843
+3
EHC icon
98
Encompass Health
EHC
$12.8B
$206K 0.11%
+2,030
BTG icon
99
B2Gold
BTG
$6.56B
$64.6K 0.04%
+22,668
SBSW icon
100
Sibanye-Stillwater
SBSW
$7.38B
$51.3K 0.03%
+11,200
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4
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