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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$6.06M
3
+$4.64M
4
V icon
Visa
V
+$3.78M
5
UNH icon
UnitedHealth
UNH
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.8%
2 Technology 15.45%
3 Healthcare 12.96%
4 Consumer Discretionary 7.99%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$540K 0.52%
+2,748
52
$474K 0.46%
+7,478
53
$470K 0.46%
+9,786
54
$469K 0.46%
+8,006
55
$459K 0.45%
+4,018
56
$455K 0.44%
+992
57
$444K 0.43%
+6,689
58
$442K 0.43%
+8,574
59
$427K 0.41%
+8,215
60
$426K 0.41%
+8,835
61
$424K 0.41%
+2,740
62
$424K 0.41%
+8,940
63
$422K 0.41%
+65,645
64
$405K 0.39%
+1,751
65
$392K 0.38%
+6,846
66
$375K 0.36%
+19,890
67
$366K 0.36%
+3,133
68
$359K 0.35%
+1,495
69
$356K 0.35%
+90,485
70
$355K 0.34%
+9,100
71
$342K 0.33%
+21,940
72
$327K 0.32%
+6,190
73
$324K 0.31%
+2,391
74
$318K 0.31%
+3,134
75
$313K 0.3%
+14,545
1 2
3
4 5