RCWM

Royal Capital Wealth Management Portfolio holdings

AUM $163M
1-Year Est. Return 22.25%
This Quarter Est. Return
1 Year Est. Return
+22.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$63K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$224K
3
+$213K
4
IBM icon
IBM
IBM
+$210K
5
NTES icon
NetEase
NTES
+$206K

Top Sells

1
+$415K
2
+$364K
3
+$209K
4
DOV icon
Dover
DOV
+$205K
5
MSFT icon
Microsoft
MSFT
+$201K

Sector Composition

1 Financials 28.87%
2 Technology 16.54%
3 Healthcare 8.32%
4 Consumer Discretionary 6.04%
5 Communication Services 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.94%
16,618
27
$1.32M 0.93%
47,342
-164
28
$1.22M 0.86%
7,187
+7
29
$1.11M 0.78%
4,765
+5
30
$1.08M 0.76%
15,100
31
$963K 0.67%
1,671
32
$939K 0.66%
13,073
+374
33
$911K 0.64%
2,923
34
$837K 0.59%
5,584
+74
35
$814K 0.57%
12,409
-420
36
$801K 0.56%
11,294
37
$752K 0.53%
3,249
+1
38
$691K 0.48%
28,831
+20
39
$682K 0.48%
721
40
$661K 0.46%
1,300
41
$593K 0.42%
5,410
+1
42
$574K 0.4%
3,613
+4
43
$522K 0.37%
10,400
44
$488K 0.34%
3,682
+2
45
$481K 0.34%
1,313
+2
46
$476K 0.33%
2,377
+2
47
$476K 0.33%
3,096
+3
48
$463K 0.32%
9,292
+2
49
$455K 0.32%
7,378
50
$440K 0.31%
2,630
-10
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2
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