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
$94.1M
AUM Growth
+$8.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$781K
3
+$452K
4
BA icon
Boeing
BA
+$302K
5
CAT icon
Caterpillar
CAT
+$277K

Top Sells

1
+$881K
2
+$857K
3
+$761K
4
DEO icon
Diageo
DEO
+$658K
5
PM icon
Philip Morris
PM
+$411K

Sector Composition

1 Financials 23.08%
2 Healthcare 15.6%
3 Technology 12.08%
4 Consumer Staples 7.81%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 1.22%
18,032
+66
27
$972K 1.03%
11,568
-10,200
28
$950K 1.01%
5,650
+32
29
$947K 1.01%
2,589
+420
30
$942K 1%
8,578
+23
31
$875K 0.93%
505,558
-2,000
32
$736K 0.78%
2,331
-86
33
$659K 0.7%
29,450
34
$632K 0.67%
6,582
-27
35
$591K 0.63%
3,400
+4
36
$524K 0.56%
3,977
-43
37
$503K 0.53%
12,505
38
$484K 0.51%
9,440
39
$470K 0.5%
3,137
+1
40
$452K 0.48%
6,786
+28
41
$449K 0.48%
4,435
-4,060
42
$443K 0.47%
2,467
+7
43
$435K 0.46%
1,300
44
$430K 0.46%
23,375
-41
45
$421K 0.45%
8,916
+72
46
$416K 0.44%
4,145
-305
47
$412K 0.44%
11,784
+61
48
$409K 0.43%
12,350
+26
49
$407K 0.43%
2,461
-1,198
50
$402K 0.43%
3,660
+4
1
2
3 4 5