RWS

Resolute Wealth Strategies Portfolio holdings

AUM $232M
1-Year Est. Return 24.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$9.37M
2
+$2.56M
3
+$1.2M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$940K
5
PLTR icon
Palantir
PLTR
+$787K

Top Sells

1
+$4.8M
2
+$1.24M
3
+$644K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$635K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$562K

Sector Composition

1 Technology 26.19%
2 Financials 10.29%
3 Communication Services 7.35%
4 Consumer Discretionary 5.82%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$214K 0.1%
704
-210
102
$205K 0.09%
+2,721
103
$200K 0.09%
+4,052
104
$126K 0.06%
+11,200
105
$112K 0.05%
22,673
+2
106
– –
-14,924
107
– –
-6,946
108
– –
-15,548
1 2 3 4
5