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
$179M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$608K
3
+$538K
4
META icon
Meta Platforms (Facebook)
META
+$497K
5
PLTR icon
Palantir
PLTR
+$412K

Top Sells

1
+$4.02M
2
+$3.99M
3
+$3.95M
4
NVDA icon
NVIDIA
NVDA
+$3.51M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$1.74M

Sector Composition

1 Technology 23.79%
2 Financials 15.33%
3 Communication Services 6.32%
4 Consumer Discretionary 6.27%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,124
102
– –
-20,180
103
– –
-548
104
– –
-6,405
105
– –
-2,930
106
– –
-12,214
1 2 3 4
5