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
$192M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$7.67M
2 +$1.05M
3 +$536K
4
RDDT icon
Reddit
RDDT
+$504K
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$355K

Top Sells

1 +$577K
2 +$532K
3 +$522K
4
META icon
Meta Platforms (Facebook)
META
+$286K
5
WDAY icon
Workday
WDAY
+$244K

Sector Composition

1 Technology 28.87%
2 Financials 13.18%
3 Consumer Discretionary 6.24%
4 Communication Services 4.91%
5 Healthcare 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-9,657
102
-1,675