RWS
Resolute Wealth Strategies Portfolio holdings
AUM
$187M
This Quarter Return
+7.49%
1 Year Return
+18.44%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$187M
AUM Growth
+$187M
(+4.2%)
Cap. Flow
-$1.48M
Cap. Flow
% of AUM
-0.79%
Top 10 Holdings %
Top 10 Hldgs %
51.46%
Holding
105
New
5
Increased
49
Reduced
33
Closed
4
Top Buys
Top Sells
| 1 |
Blackstone Secured Lending
BXSL
|
$6.84M |
| 2 |
Diamondback Energy
FANG
|
$603K |
| 3 |
Meta Platforms (Facebook)
META
|
$492K |
| 4 |
American Express
AXP
|
$419K |
| 5 |
JPMorgan Income ETF
JPIE
|
$381K |
Sector Composition
| 1 | Technology | 24.36% |
| 2 | Financials | 11.16% |
| 3 | Communication Services | 6.92% |
| 4 | Consumer Discretionary | 6.77% |
| 5 | Healthcare | 4.05% |
