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RCWM

Royal Capital Wealth Management Portfolio holdings

AUM $161M
1-Year Est. Return 18.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$788K
2
+$233K
3
+$225K
4
NLY icon
Annaly Capital Management
NLY
+$205K
5
LMT icon
Lockheed Martin
LMT
+$196K

Top Sells

1
+$252K
2
+$201K
3
+$77.4K
4
NVDA icon
NVIDIA
NVDA
+$76.7K
5
UNH icon
UnitedHealth
UNH
+$48.1K

Sector Composition

1 Financials 26.47%
2 Technology 19.44%
3 Communication Services 7.07%
4 Healthcare 6.57%
5 Consumer Discretionary 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.87%
16,640
+13
27
$1.3M 0.8%
47,533
+95
28
$1.23M 0.75%
1,671
29
$1.18M 0.72%
4,676
-95
30
$1.11M 0.68%
7,202
+8
31
$1.1M 0.67%
13,116
+22
32
$964K 0.59%
14,534
-573
33
$868K 0.53%
2,630
34
$853K 0.52%
11,294
35
$830K 0.51%
12,452
+29
36
$794K 0.49%
5,652
+22
37
$783K 0.48%
2,773
-150
38
$772K 0.47%
3,286
+36
39
$716K 0.44%
2,380
+2
40
$694K 0.43%
5,291
-119
41
$668K 0.41%
721
42
$633K 0.39%
1,300
43
$578K 0.35%
3,566
+3
44
$538K 0.33%
2,950
45
$537K 0.33%
1,908
46
$534K 0.33%
1,318
+2
47
$525K 0.32%
1,100
48
$505K 0.31%
7,378
49
$501K 0.31%
9,295
+1
50
$493K 0.3%
2,963
-137
1
2
3 4