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
$142M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$807K
3
+$694K
4
NVDA icon
NVIDIA
NVDA
+$597K
5
WMT icon
Walmart
WMT
+$411K

Top Sells

1
+$691K
2
+$264K
3
+$255K
4
NVO icon
Novo Nordisk
NVO
+$228K
5
LLY icon
Eli Lilly
LLY
+$221K

Sector Composition

1 Financials 23.67%
2 Technology 18.67%
3 Healthcare 9.14%
4 Consumer Discretionary 6.47%
5 Communication Services 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.89%
7,293
-574
27
$1.26M 0.89%
15,637
+5,090
28
$1.13M 0.8%
5,125
+25
29
$1.12M 0.79%
15,566
-1,581
30
$1.01M 0.72%
5,956
-74
31
$1.01M 0.71%
3,136
-127
32
$977K 0.69%
11,554
-790
33
$957K 0.68%
1,671
34
$890K 0.63%
12,845
-1,331
35
$672K 0.47%
1,300
36
$639K 0.45%
721
-150
37
$634K 0.45%
27,427
-1,289
38
$618K 0.44%
3,275
+5
39
$614K 0.43%
10,650
-12,000
40
$602K 0.43%
5,501
-481
41
$588K 0.42%
411,215
-64,082
42
$579K 0.41%
3,222
+1
43
$536K 0.38%
3,154
-182
44
$533K 0.38%
3,545
+5
45
$530K 0.37%
1,308
+2
46
$528K 0.37%
9,351
-336
47
$501K 0.35%
1,418
48
$484K 0.34%
9,235
-870
49
$455K 0.32%
2,640
50
$445K 0.31%
3,665
-86
1
2
3 4