RWS

Resolute Wealth Strategies Portfolio holdings

AUM $232M
1-Year Est. Return 24.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$9.37M
2
+$2.56M
3
+$1.2M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$940K
5
PLTR icon
Palantir
PLTR
+$787K

Top Sells

1
+$4.8M
2
+$1.24M
3
+$644K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$635K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$562K

Sector Composition

1 Technology 26.19%
2 Financials 10.29%
3 Communication Services 7.35%
4 Consumer Discretionary 5.82%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$393K 0.18%
8,461
-1,156
77
$382K 0.17%
1,951
78
$375K 0.17%
1,475
79
$369K 0.17%
2,637
-405
80
$363K 0.17%
9,169
+43
81
$355K 0.16%
2,962
+6
82
$343K 0.16%
4,265
+8
83
$343K 0.16%
8,750
-450
84
$338K 0.15%
1,996
85
$336K 0.15%
1,897
+5
86
$326K 0.15%
10,408
+79
87
$296K 0.14%
2,129
-4,759
88
$287K 0.13%
3,072
-64
89
$286K 0.13%
600
90
$285K 0.13%
4,621
+2
91
$282K 0.13%
+5,790
92
$261K 0.12%
1,208
+5
93
$258K 0.12%
2,030
94
$255K 0.12%
3,073
+15
95
$250K 0.11%
9,582
96
$245K 0.11%
+1,680
97
$236K 0.11%
1,762
+1
98
$230K 0.11%
+2,269
99
$229K 0.1%
6,444
+13
100
$218K 0.1%
6,966
+40
1 2 3
4
5