RWS

Resolute Wealth Strategies Portfolio holdings

AUM $228M
1-Year Est. Return 23.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.76%
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
+$7.59M
2
+$1.04M
3
+$522K
4
RDDT icon
Reddit
RDDT
+$472K
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$342K

Top Sells

1
+$553K
2
+$532K
3
+$461K
4
META icon
Meta Platforms (Facebook)
META
+$257K
5
WDAY icon
Workday
WDAY
+$236K

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
1 2 3 4
5