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
$187M
AUM Growth
+$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.26M
3
+$676K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$620K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$564K

Top Sells

1
+$6.79M
2
+$603K
3
+$412K
4
JPIE icon
JPMorgan Income ETF
JPIE
+$377K
5
AXP icon
American Express
AXP
+$370K

Sector Composition

1 Technology 24.36%
2 Financials 11.16%
3 Communication Services 6.92%
4 Consumer Discretionary 6.77%
5 Healthcare 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$81.8K 0.04%
22,671
+3
102
– –
-3,770
103
– –
-1,327
104
– –
-11,104
105
– –
-11,200
1 2 3 4
5