RCWM

Royal Capital Wealth Management Portfolio holdings

AUM $169M
1-Year Est. Return 23.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$312K
3
+$258K
4
CB icon
Chubb
CB
+$197K
5
DOV icon
Dover
DOV
+$187K

Top Sells

1
+$185K
2
+$102K
3
+$61.9K
4
SLV icon
iShares Silver Trust
SLV
+$36K
5
NVDA icon
NVIDIA
NVDA
+$31.6K

Sector Composition

1 Financials 25.97%
2 Technology 18.33%
3 Communication Services 8.35%
4 Healthcare 7.16%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIS icon
51
Walt Disney
DIS
$176B
$489K 0.29%
4,300
GM icon
52
General Motors
GM
$65.4B
$478K 0.28%
5,881
+4
SCHB icon
53
Schwab US Broad Market ETF
SCHB
$37.3B
$475K 0.28%
18,091
+5
HD icon
54
Home Depot
HD
$338B
$455K 0.27%
1,321
+3
SLV icon
55
iShares Silver Trust
SLV
$41.1B
$452K 0.27%
7,017
-720
ABT icon
56
Abbott
ABT
$188B
$448K 0.26%
3,580
-7
POWW icon
57
Outdoor Holding Co
POWW
$236M
$418K 0.25%
244,300
EUDV icon
58
ProShares MSCI Europe Dividend Growers ETF
EUDV
$7.93M
$405K 0.24%
7,750
CAH icon
59
Cardinal Health
CAH
$51.1B
$393K 0.23%
1,912
+1
ORCL icon
60
Oracle
ORCL
$446B
$372K 0.22%
1,908
CMG icon
61
Chipotle Mexican Grill
CMG
$42.4B
$370K 0.22%
10,000
-250
TXN icon
62
Texas Instruments
TXN
$174B
$370K 0.22%
2,130
CVX icon
63
Chevron
CVX
$390B
$369K 0.22%
2,422
-3
CRH icon
64
CRH
CRH
$66.8B
$362K 0.21%
2,900
KMI icon
65
Kinder Morgan
KMI
$74.3B
$353K 0.21%
12,826
+581
APO icon
66
Apollo Global Management
APO
$60.4B
$340K 0.2%
+2,352
ACN icon
67
Accenture
ACN
$121B
$340K 0.2%
1,268
BAC icon
68
Bank of America
BAC
$335B
$339K 0.2%
6,156
+5
NLY icon
69
Annaly Capital Management
NLY
$15.7B
$332K 0.2%
14,850
+4,950
MMM icon
70
3M
MMM
$79.5B
$325K 0.19%
2,031
KVUE icon
71
Kenvue
KVUE
$33.5B
$318K 0.19%
18,433
-6,241
CDE icon
72
Coeur Mining
CDE
$13B
$314K 0.19%
17,607
MPC icon
73
Marathon Petroleum
MPC
$66.7B
$302K 0.18%
1,860
DUK icon
74
Duke Energy
DUK
$104B
$283K 0.17%
2,416
-152
GLD icon
75
SPDR Gold Trust
GLD
$173B
$280K 0.17%
707
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