RWS
Resolute Wealth Strategies Portfolio holdings
AUM
$187M
1-Year Est. Return
18.44%
1 Year Est. Return
+18.44%
AUM
$179M
AUM Growth
-$15.3M
(-7.9%)
Holding
106
Top Buys
| 1 | +$6.62M | |
| 2 | +$603K | |
| 3 | +$528K | |
| 4 |
Gold Fields
GFI
|
+$490K |
| 5 |
Meta Platforms (Facebook)
META
|
+$444K |
Top Sells
| 1 | +$4.02M | |
| 2 | +$3.99M | |
| 3 | +$3.64M | |
| 4 |
NVIDIA
NVDA
|
+$3M |
| 5 |
JPMorgan Active Growth ETF
JGRO
|
+$1.6M |
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
iShares Select Dividend ETF
DVY
$20.9B
| – | – |
-6,124
|
|
||
102
TSMC
TSM
$1.55T
| – | – |
-20,180
|
|
||
103
Vanguard S&P 500 Growth ETF
VOOG
$21B
| – | – |
-548
|
|
||
104
GE Vernova
GEV
$159B
| – | – |
-12,214
|
|
||
105
CSX Corp
CSX
$67B
| – | – |
-6,405
|
|
||
106
Chevron
CVX
$313B
| – | – |
-2,930
|
|