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
$94.1M
AUM Growth
+$8.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$781K
3
+$452K
4
BA icon
Boeing
BA
+$302K
5
CAT icon
Caterpillar
CAT
+$277K

Top Sells

1
+$881K
2
+$857K
3
+$761K
4
DEO icon
Diageo
DEO
+$658K
5
PM icon
Philip Morris
PM
+$411K

Sector Composition

1 Financials 23.08%
2 Healthcare 15.6%
3 Technology 12.08%
4 Consumer Staples 7.81%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$399K 0.42%
8,730
-1,861
52
$398K 0.42%
9,633
+13
53
$388K 0.41%
22,667
+61
54
$375K 0.4%
821
+100
55
$369K 0.39%
5,135
+3
56
$363K 0.39%
1,311
57
$351K 0.37%
7,378
58
$347K 0.37%
4,459
-1,241
59
$343K 0.36%
15,583
60
$338K 0.36%
1,268
61
$328K 0.35%
9,585
+2
62
$312K 0.33%
1,079
63
$309K 0.33%
6,846
64
$303K 0.32%
7,695
-324
65
$302K 0.32%
+1,585
66
$294K 0.31%
19,671
+270
67
$290K 0.31%
12,183
+100
68
$288K 0.31%
2,901
69
$277K 0.29%
+1,158
70
$274K 0.29%
3,110
-10,000
71
$268K 0.28%
2,888
-13
72
$268K 0.28%
14,834
+81
73
$256K 0.27%
1,237
+14
74
$255K 0.27%
1,227
+5
75
$253K 0.27%
2,910
-130
1 2
3
4 5