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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
$161M
AUM Growth
-$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$236K
3
+$214K
4
CRMD icon
CorMedix
CRMD
+$211K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$205K

Top Sells

1
+$250K
2
+$221K
3
+$201K
4
ABBV icon
AbbVie
ABBV
+$180K
5
HD icon
Home Depot
HD
+$176K

Sector Composition

1 Financials 24.65%
2 Technology 16.6%
3 Communication Services 8.27%
4 Healthcare 7.2%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MPC icon
51
Marathon Petroleum
MPC
$76.9B
$454K 0.28%
1,860
SLV icon
52
iShares Silver Trust
SLV
$32.7B
$450K 0.28%
6,610
-407
GM icon
53
General Motors
GM
$73.5B
$439K 0.27%
5,887
+6
KMI icon
54
Kinder Morgan
KMI
$71.1B
$432K 0.27%
12,897
+71
PLTR icon
55
Palantir
PLTR
$307B
$432K 0.27%
2,950
XLF icon
56
State Street Financial Select Sector SPDR ETF
XLF
$50.4B
$425K 0.26%
8,600
-697
DIS icon
57
Walt Disney
DIS
$174B
$414K 0.26%
4,300
TXN icon
58
Texas Instruments
TXN
$274B
$414K 0.26%
2,130
CAH icon
59
Cardinal Health
CAH
$52.4B
$404K 0.25%
1,912
EPD icon
60
Enterprise Products Partners
EPD
$80.6B
$398K 0.25%
10,506
+2,362
EUDV icon
61
ProShares MSCI Europe Dividend Growers ETF
EUDV
$8.34M
$397K 0.25%
7,750
QCOM icon
62
Qualcomm
QCOM
$223B
$383K 0.24%
2,971
+5
ABT icon
63
Abbott
ABT
$154B
$368K 0.23%
3,583
+3
FANG icon
64
Diamondback Energy
FANG
$54B
$366K 0.23%
1,850
CDE icon
65
Coeur Mining
CDE
$17.7B
$330K 0.21%
17,607
COP icon
66
ConocoPhillips
COP
$143B
$326K 0.2%
2,473
+3
NLY icon
67
Annaly Capital Management
NLY
$16.1B
$320K 0.2%
15,136
+286
CMG icon
68
Chipotle Mexican Grill
CMG
$41.3B
$320K 0.2%
10,000
DUK icon
69
Duke Energy
DUK
$97.4B
$316K 0.2%
2,416
BAC icon
70
Bank of America
BAC
$398B
$300K 0.19%
6,163
+7
KVUE icon
71
Kenvue
KVUE
$34.8B
$300K 0.19%
17,427
-1,006
MMM icon
72
3M
MMM
$82.6B
$295K 0.18%
2,031
CRH icon
73
CRH
CRH
$71.1B
$289K 0.18%
2,750
-150
ORCL icon
74
Oracle
ORCL
$530B
$281K 0.17%
1,908
HD icon
75
Home Depot
HD
$327B
$275K 0.17%
837
-484
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