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RCWM

Royal Capital Wealth Management Portfolio holdings

AUM $161M
1-Year Est. Return 18.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
-$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$236K
3
+$214K
4
CRMD icon
CorMedix
CRMD
+$211K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$205K

Top Sells

1
+$250K
2
+$221K
3
+$201K
4
ABBV icon
AbbVie
ABBV
+$180K
5
HD icon
Home Depot
HD
+$176K

Sector Composition

1 Financials 24.65%
2 Technology 16.6%
3 Communication Services 8.27%
4 Healthcare 7.2%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$21.6M 13.43%
33,178
+302
MA icon
2
Mastercard
MA
$433B
$10.1M 6.3%
20,245
+30
NVDA icon
3
NVIDIA
NVDA
$4.97T
$9.79M 6.09%
56,127
+667
BRK.B icon
4
Berkshire Hathaway Class B
BRK.B
$1.06T
$8.97M 5.58%
18,715
MSFT icon
5
Microsoft
MSFT
$2.9T
$7.56M 4.7%
20,411
+22
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.39T
$7.27M 4.53%
25,276
+14
JPM icon
7
JPMorgan Chase
JPM
$859B
$6.65M 4.14%
22,612
+60
V icon
8
Visa
V
$613B
$5.27M 3.28%
17,426
+26
QQQ icon
9
Invesco QQQ Trust
QQQ
$477B
$5.03M 3.13%
8,710
-201
AAPL icon
10
Apple
AAPL
$4.28T
$4.92M 3.06%
19,379
-774
AMZN icon
11
Amazon
AMZN
$2.57T
$4.63M 2.88%
22,241
-25
XOM icon
12
Exxon Mobil
XOM
$609B
$4.38M 2.73%
25,810
-66
GOOG icon
13
Alphabet (Google) Class C
GOOG
$4.37T
$3.99M 2.48%
13,893
+5
LLY icon
14
Eli Lilly
LLY
$1.01T
$3.56M 2.21%
3,865
-4
WMT icon
15
Walmart Inc
WMT
$963B
$2.8M 1.74%
22,522
+12
NOBL icon
16
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$2.56M 1.6%
48,360
-2,488
BINC icon
17
BlackRock Flexible Income ETF
BINC
$16.2B
$2.2M 1.37%
42,390
+459
BRK.A icon
18
Berkshire Hathaway Class A
BRK.A
$1.05T
$2.15M 1.34%
3
JNJ icon
19
Johnson & Johnson
JNJ
$580B
$2.03M 1.27%
8,323
+2
BX icon
20
Blackstone
BX
$150B
$2.01M 1.25%
17,479
+17
MCD icon
21
McDonald's
MCD
$202B
$1.96M 1.22%
6,294
-22
ABBV icon
22
AbbVie
ABBV
$402B
$1.92M 1.2%
8,831
-811
UNH icon
23
UnitedHealth
UNH
$371B
$1.68M 1.05%
6,224
-37
CME icon
24
CME Group
CME
$97.4B
$1.56M 0.97%
5,296
SCHD icon
25
Schwab US Dividend Equity ETF
SCHD
$96.5B
$1.46M 0.91%
47,717
+84
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