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
$194M
AUM Growth
+$1.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$7.4M
2 +$4.02M
3 +$1.33M
4
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$363K
5
TSLA icon
Tesla
TSLA
+$342K

Top Sells

1 +$8.86M
2 +$3.66M
3 +$2.71M
4
NVDA icon
NVIDIA
NVDA
+$833K
5
CMG icon
Chipotle Mexican Grill
CMG
+$597K

Sector Composition

1 Technology 28.4%
2 Financials 13.76%
3 Consumer Discretionary 6.53%
4 Communication Services 6.4%
5 Industrials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-818
102
-337
103
-5,034