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
$143M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$417K
3
+$364K
4
JPM icon
JPMorgan Chase
JPM
+$255K
5
PLTR icon
Palantir
PLTR
+$242K

Top Sells

1
+$844K
2
+$437K
3
+$267K
4
MDT icon
Medtronic
MDT
+$258K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$229K

Sector Composition

1 Financials 25.41%
2 Technology 18.89%
3 Healthcare 7.28%
4 Consumer Discretionary 6.83%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.84%
7,180
-113
27
$1.2M 0.84%
5,149
+24
28
$1.17M 0.82%
4,760
-5
29
$978K 0.69%
1,671
30
$940K 0.66%
15,100
-466
31
$892K 0.63%
12,699
+3,348
32
$868K 0.61%
12,829
-16
33
$838K 0.59%
5,510
-446
34
$810K 0.57%
11,294
-260
35
$762K 0.53%
2,923
-213
36
$698K 0.49%
3,248
+26
37
$670K 0.47%
5,409
-92
38
$661K 0.46%
721
39
$647K 0.45%
1,300
40
$627K 0.44%
10,400
-250
41
$615K 0.43%
28,811
+1,384
42
$612K 0.43%
2,640
43
$510K 0.36%
1,311
+3
44
$483K 0.34%
4,340
45
$475K 0.33%
3,093
-61
46
$449K 0.31%
9,290
-310
47
$446K 0.31%
1,268
-150
48
$437K 0.31%
7,378
49
$434K 0.3%
3,609
-56
50
$416K 0.29%
3,680
+3
1
2
3 4