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
$106M
AUM Growth
+$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$656K
3
+$237K
4
CAH icon
Cardinal Health
CAH
+$237K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$237K

Top Sells

1
+$2.09M
2
+$396K
3
+$321K
4
HD icon
Home Depot
HD
+$297K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$276K

Sector Composition

1 Financials 24.45%
2 Technology 14.27%
3 Healthcare 12.74%
4 Consumer Discretionary 7.31%
5 Consumer Staples 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 1.01%
502,771
-929
27
$1.06M 1%
5,715
+33
28
$1.05M 0.99%
17,371
+8
29
$1.02M 0.96%
17,288
-2,461
30
$1.01M 0.96%
13,672
31
$833K 0.78%
6,959
+1,976
32
$808K 0.76%
7,412
-891
33
$700K 0.66%
3,906
-63
34
$656K 0.62%
+6,000
35
$655K 0.62%
29,450
36
$654K 0.62%
3,988
+6
37
$607K 0.57%
13,605
38
$555K 0.52%
6,144
-199
39
$536K 0.51%
12,910
+58
40
$521K 0.49%
1,300
41
$498K 0.47%
6,834
+23
42
$488K 0.46%
1,701
43
$478K 0.45%
3,140
+2
44
$456K 0.43%
8,700
+6
45
$442K 0.42%
821
46
$438K 0.41%
1,418
47
$424K 0.4%
4,342
-281
48
$423K 0.4%
9,911
+14
49
$418K 0.39%
1,346
-956
50
$403K 0.38%
3,388
+4
1
2
3 4 5