RCWM

Royal Capital Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 19.82%
This Quarter Est. Return
1 Year Est. Return
+19.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$6.06M
3
+$4.64M
4
V icon
Visa
V
+$3.78M
5
UNH icon
UnitedHealth
UNH
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.8%
2 Technology 15.45%
3 Healthcare 12.96%
4 Consumer Discretionary 7.99%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 1.23%
+5,541
27
$1.14M 1.11%
+8,126
28
$1.13M 1.1%
+3,371
29
$1.1M 1.07%
+6,355
30
$1.07M 1.04%
+18,104
31
$994K 0.96%
+25,220
32
$847K 0.82%
+3,848
33
$802K 0.78%
+8,442
34
$794K 0.77%
+1,914
35
$725K 0.7%
+3,382
36
$703K 0.68%
+12,905
37
$688K 0.67%
+25,533
38
$668K 0.65%
+4,498
39
$667K 0.65%
+3,647
40
$663K 0.64%
+6,411
41
$649K 0.63%
+7,239
42
$634K 0.62%
+10,730
43
$629K 0.61%
+4,340
44
$625K 0.61%
+6,728
45
$623K 0.6%
+3,306
46
$614K 0.6%
+1,300
47
$583K 0.57%
+31,374
48
$555K 0.54%
+1,338
49
$548K 0.53%
+12,313
50
$543K 0.53%
+10,783
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