RCWM

Royal Capital Wealth Management Portfolio holdings

AUM $169M
1-Year Est. Return 23.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$312K
3
+$258K
4
CB icon
Chubb
CB
+$197K
5
DOV icon
Dover
DOV
+$187K

Top Sells

1
+$185K
2
+$102K
3
+$61.9K
4
SLV icon
iShares Silver Trust
SLV
+$36K
5
NVDA icon
NVIDIA
NVDA
+$31.6K

Sector Composition

1 Financials 25.97%
2 Technology 18.33%
3 Communication Services 8.35%
4 Healthcare 7.16%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
REGL icon
26
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.68B
$1.4M 0.83%
16,630
-10
SCHD icon
27
Schwab US Dividend Equity ETF
SCHD
$83.7B
$1.31M 0.77%
47,633
+100
WFC icon
28
Wells Fargo
WFC
$229B
$1.22M 0.72%
13,137
+21
LOW icon
29
Lowe's Companies
LOW
$133B
$1.13M 0.67%
4,682
+6
META icon
30
Meta Platforms (Facebook)
META
$1.55T
$1.12M 0.66%
1,701
+30
KO icon
31
Coca-Cola
KO
$333B
$998K 0.59%
14,279
-255
PG icon
32
Procter & Gamble
PG
$350B
$972K 0.57%
6,782
-420
AVGO icon
33
Broadcom
AVGO
$1.53T
$910K 0.54%
2,630
AMGN icon
34
Amgen
AMGN
$197B
$908K 0.54%
2,774
+1
NEE icon
35
NextEra Energy
NEE
$193B
$907K 0.54%
11,294
SMDV icon
36
ProShares Russell 2000 Dividend Growers ETF
SMDV
$621M
$824K 0.49%
12,472
+20
PEP icon
37
PepsiCo
PEP
$218B
$811K 0.48%
5,652
GE icon
38
GE Aerospace
GE
$314B
$734K 0.43%
2,382
+2
EMR icon
39
Emerson Electric
EMR
$74.3B
$699K 0.41%
5,266
-25
SPGI icon
40
S&P Global
SPGI
$126B
$679K 0.4%
1,300
LNG icon
41
Cheniere Energy
LNG
$53B
$641K 0.38%
3,298
+12
CAT icon
42
Caterpillar
CAT
$323B
$630K 0.37%
1,100
COST icon
43
Costco
COST
$447B
$622K 0.37%
721
RSP icon
44
Invesco S&P 500 Equal Weight ETF
RSP
$85.2B
$617K 0.36%
3,219
+1,971
PM icon
45
Philip Morris
PM
$272B
$572K 0.34%
3,569
+3
CSCO icon
46
Cisco
CSCO
$309B
$568K 0.34%
7,378
NUE icon
47
Nucor
NUE
$37.2B
$566K 0.33%
3,470
+5
PLTR icon
48
Palantir
PLTR
$361B
$524K 0.31%
2,950
XLF icon
49
State Street Financial Select Sector SPDR ETF
XLF
$45.6B
$509K 0.3%
9,297
+2
QCOM icon
50
Qualcomm
QCOM
$139B
$507K 0.3%
2,966
+3
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