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
$115M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$887K
2
+$840K
3
+$805K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$763K
5
NVDA icon
NVIDIA
NVDA
+$651K

Top Sells

1
+$1.65M
2
+$638K
3
+$554K
4
BMY icon
Bristol-Myers Squibb
BMY
+$299K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$277K

Sector Composition

1 Financials 24.55%
2 Technology 16.01%
3 Healthcare 10.19%
4 Consumer Discretionary 6.94%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 1.05%
5,774
+29
27
$1.15M 1%
7,853
-3,782
28
$1.1M 0.95%
16,865
-78
29
$1.06M 0.92%
6,263
+9
30
$1.01M 0.87%
17,137
+18
31
$1.01M 0.87%
479,419
-11,352
32
$927K 0.8%
18,720
+13,150
33
$830K 0.72%
13,672
34
$772K 0.67%
2,946
+2,001
35
$640K 0.55%
29,746
+673
36
$617K 0.53%
3,543
+5
37
$602K 0.52%
1,701
38
$591K 0.51%
6,076
+1
39
$573K 0.5%
1,300
40
$559K 0.48%
3,276
+135
41
$548K 0.47%
12,505
-455
42
$540K 0.47%
29,106
+9
43
$527K 0.46%
11,105
-700
44
$516K 0.45%
3,285
-275
45
$499K 0.43%
6,887
+30
46
$498K 0.43%
1,418
47
$491K 0.43%
3,396
+4
48
$485K 0.42%
1,861
49
$476K 0.41%
721
50
$476K 0.41%
9,662
+16
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2
3 4