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
$187M
AUM Growth
+$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

1 +$6.84M
2 +$603K
3 +$492K
4
AXP icon
American Express
AXP
+$419K
5
JPIE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BTG icon
101
B2Gold
BTG
$6.59B
$81.8K 0.04%
22,671
+3
FANG icon
102
Diamondback Energy
FANG
$41.8B
-3,770
FBT icon
103
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.16B
-1,327
HAL icon
104
Halliburton
HAL
$22.7B
-11,104
SBSW icon
105
Sibanye-Stillwater
SBSW
$7.38B
-11,200