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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
REGL icon
26
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.72B
$1.42M 0.88%
16,438
-192
ADP icon
27
Automatic Data Processing
ADP
$90.4B
$1.11M 0.69%
5,472
LOW icon
28
Lowe's Companies
LOW
$124B
$1.11M 0.69%
4,686
+4
KO icon
29
Coca-Cola
KO
$355B
$1.09M 0.68%
14,279
NEE icon
30
NextEra Energy
NEE
$179B
$1.05M 0.65%
11,294
WFC icon
31
Wells Fargo
WFC
$256B
$1.05M 0.65%
13,159
+22
PG icon
32
Procter & Gamble
PG
$348B
$980K 0.61%
6,787
+5
AMGN icon
33
Amgen
AMGN
$192B
$976K 0.61%
2,774
META icon
34
Meta Platforms (Facebook)
META
$1.44T
$973K 0.61%
1,701
RSP icon
35
Invesco S&P 500 Equal Weight ETF
RSP
$91.8B
$968K 0.6%
5,045
+1,826
PEP icon
36
PepsiCo
PEP
$197B
$964K 0.6%
6,210
+558
LNG icon
37
Cheniere Energy
LNG
$50.6B
$936K 0.58%
3,299
+1
SMDV icon
38
ProShares Russell 2000 Dividend Growers ETF
SMDV
$679M
$859K 0.53%
12,485
+13
AVGO icon
39
Broadcom
AVGO
$1.82T
$814K 0.51%
2,630
CAT icon
40
Caterpillar
CAT
$419B
$779K 0.49%
1,100
COST icon
41
Costco
COST
$436B
$719K 0.45%
721
EMR icon
42
Emerson Electric
EMR
$80.1B
$690K 0.43%
5,266
GE icon
43
GE Aerospace
GE
$350B
$676K 0.42%
2,384
+2
PM icon
44
Philip Morris
PM
$287B
$591K 0.37%
3,572
+3
NUE icon
45
Nucor
NUE
$60.7B
$587K 0.37%
3,474
+4
CSCO icon
46
Cisco
CSCO
$477B
$572K 0.36%
7,378
SPGI icon
47
S&P Global
SPGI
$124B
$553K 0.34%
1,300
POWW icon
48
Outdoor Holding Co
POWW
$238M
$491K 0.31%
244,300
CVX icon
49
Chevron
CVX
$373B
$456K 0.28%
2,204
-218
SCHB icon
50
Schwab US Broad Market ETF
SCHB
$42.6B
$454K 0.28%
18,096
+5
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