RWS
Resolute Wealth Strategies Portfolio holdings
AUM
$228M
1-Year Est. Return
23.76%
This Fund
S&P 500
1 Year Est. Return
+23.76%
AUM
$228M
AUM Growth
+$9.57M
(+4.4%)
Holding
113
Top Buys
| 1 | +$656K | |
| 2 | +$629K | |
| 3 | +$564K | |
| 4 |
NVIDIA
NVDA
|
+$457K |
| 5 |
JPMorgan Active Value ETF
JAVA
|
+$438K |
Top Sells
| 1 | +$1.16M | |
| 2 | +$606K | |
| 3 | +$476K | |
| 4 |
Shopify
SHOP
|
+$470K |
| 5 |
Workday
WDAY
|
+$455K |
Sector Composition
| 1 | Technology | 25.92% |
| 2 | Financials | 9.39% |
| 3 | Communication Services | 7.71% |
| 4 | Consumer Discretionary | 5.82% |
| 5 | Healthcare | 4.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
VanEck Semiconductor ETF
SMH
$45B
| $208K | 0.09% |
+579
|
|
||
102
Cameco
CCJ
$47.7B
| $208K | 0.09% |
+2,268
|
|
||
103
NextEra Energy
NEE
$192B
| $207K | 0.09% |
2,584
-137
|
|
||
104
Global X Artificial Intelligence & Technology ETF
AIQ
$7.7B
| $206K | 0.09% |
4,052
|
|
||
105
Warner Bros
WBD
$68.3B
| $204K | 0.09% |
+7,077
|
|
||
106
Dollar General
DG
$28.6B
| $201K | 0.09% |
+1,511
|
|
||
107
State Street Health Care Select Sector SPDR ETF
XLV
$38.9B
| $201K | 0.09% |
1,296
-833
|
|
||
108
Sibanye-Stillwater
SBSW
$8.56B
| $160K | 0.07% |
11,200
|
|
||
109
B2Gold
BTG
$6.17B
| $102K | 0.04% |
22,676
+3
|
|
||
110
Encompass Health
EHC
$10.1B
| – | – |
-2,030
|
|
||
111
Principal Financial Group
PFG
$19B
| – | – |
-3,073
|
|
||
112
ServisFirst Bancshares
SFBS
$4.01B
| – | – |
-4,265
|
|
||
|
113
Workday
WDAY
$35.5B
| – | – |
-1,889
|
|