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
$102M
AUM Growth
-$865K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.24M
3
+$1.02M
4
LLY icon
Eli Lilly
LLY
+$389K
5
POWW icon
Outdoor Holding Co
POWW
+$234K

Top Sells

1
+$649K
2
+$286K
3
+$234K
4
ITW icon
Illinois Tool Works
ITW
+$233K
5
DOV icon
Dover
DOV
+$232K

Sector Composition

1 Financials 21.78%
2 Technology 14.29%
3 Healthcare 13.67%
4 Consumer Discretionary 8.22%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$475K 0.46%
9,796
+10
52
$456K 0.45%
3,016
+268
53
$439K 0.43%
8,838
+3
54
$435K 0.43%
3,134
55
$428K 0.42%
1,268
-70
56
$427K 0.42%
8,607
+33
57
$421K 0.41%
6,711
+22
58
$420K 0.41%
8,236
+21
59
$417K 0.41%
3,040
+300
60
$414K 0.41%
994
+2
61
$411K 0.4%
7,378
-100
62
$398K 0.39%
65,799
+154
63
$398K 0.39%
2,444
+7
64
$389K 0.38%
+1,359
65
$372K 0.36%
1,751
66
$367K 0.36%
9,581
+481
67
$364K 0.36%
4,986
+4
68
$357K 0.35%
6,846
69
$350K 0.34%
8,006
70
$343K 0.34%
19,290
-600
71
$333K 0.33%
14,545
72
$331K 0.32%
1,211
73
$314K 0.31%
1,491
-4
74
$301K 0.29%
1,212
+4
75
$295K 0.29%
2,395
+4
1 2
3
4 5