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
$133M
AUM Growth
+$5.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$877K
3
+$732K
4
GE icon
GE Aerospace
GE
+$520K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$395K

Top Sells

1
+$783K
2
+$390K
3
+$378K
4
SBUX icon
Starbucks
SBUX
+$265K
5
INTC icon
Intel
INTC
+$249K

Sector Composition

1 Financials 23.07%
2 Technology 19.11%
3 Healthcare 9.76%
4 Consumer Discretionary 7.09%
5 Communication Services 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.92%
47,235
27
$1.21M 0.91%
5,503
-329
28
$1.09M 0.82%
17,147
+10
29
$1.02M 0.77%
3,263
-246
30
$1M 0.76%
5,100
-848
31
$995K 0.75%
6,030
-156
32
$881K 0.66%
14,176
-51
33
$874K 0.66%
12,344
+1,000
34
$843K 0.63%
1,671
-30
35
$798K 0.6%
475,297
+7,095
36
$740K 0.56%
871
+150
37
$714K 0.54%
10,547
+2,005
38
$665K 0.5%
3,336
-63
39
$659K 0.5%
5,982
+1
40
$580K 0.44%
1,300
41
$575K 0.43%
9,687
+12
42
$563K 0.42%
3,221
+4
43
$560K 0.42%
3,540
+4
44
$522K 0.39%
28,716
-982
45
$520K 0.39%
+3,270
46
$482K 0.36%
10,105
47
$449K 0.34%
1,306
+3
48
$431K 0.32%
4,340
49
$430K 0.32%
1,418
50
$424K 0.32%
2,640
1
2
3 4