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
$127M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$516K
3
+$443K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$393K
5
LLY icon
Eli Lilly
LLY
+$377K

Top Sells

1
+$900K
2
+$606K
3
+$408K
4
BIIB icon
Biogen
BIIB
+$328K
5
CMCSA icon
Comcast
CMCSA
+$323K

Sector Composition

1 Financials 25.09%
2 Technology 16.36%
3 Healthcare 9.72%
4 Consumer Discretionary 7.22%
5 Communication Services 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 1.01%
5,948
+174
27
$1.28M 1%
7,860
+7
28
$1.27M 1%
47,235
-3,228
29
$1.08M 0.85%
6,186
-77
30
$1.05M 0.82%
17,137
31
$998K 0.78%
3,509
-2,131
32
$911K 0.72%
14,227
-2,638
33
$826K 0.65%
1,701
34
$783K 0.61%
2,917
-29
35
$725K 0.57%
11,344
-2,328
36
$700K 0.55%
3,536
-7
37
$678K 0.53%
5,981
-95
38
$637K 0.5%
29,698
-48
39
$575K 0.45%
3,399
+3
40
$561K 0.44%
9,675
+13
41
$553K 0.43%
1,300
42
$531K 0.42%
4,340
+1,600
43
$528K 0.41%
721
44
$519K 0.41%
3,217
-59
45
$514K 0.4%
8,542
+4
46
$503K 0.4%
8,650
47
$500K 0.39%
1,303
+2
48
$494K 0.39%
10,105
-1,000
49
$491K 0.39%
1,418
50
$473K 0.37%
6,762
-125
1
2
3 4