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
$106M
AUM Growth
+$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$656K
3
+$237K
4
CAH icon
Cardinal Health
CAH
+$237K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$237K

Top Sells

1
+$2.09M
2
+$396K
3
+$321K
4
HD icon
Home Depot
HD
+$297K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$276K

Sector Composition

1 Financials 24.45%
2 Technology 14.27%
3 Healthcare 12.74%
4 Consumer Discretionary 7.31%
5 Consumer Staples 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$395K 0.37%
2,511
-185
52
$393K 0.37%
1,861
53
$383K 0.36%
2,130
-876
54
$382K 0.36%
7,378
55
$373K 0.35%
22,940
-28
56
$371K 0.35%
1,055
57
$370K 0.35%
8,650
58
$369K 0.35%
1,295
59
$352K 0.33%
3,993
60
$344K 0.32%
19,983
+306
61
$337K 0.32%
11,760
-195
62
$329K 0.31%
8,975
-365
63
$329K 0.31%
5,143
-180
64
$323K 0.3%
9,590
+3
65
$323K 0.3%
6,946
66
$321K 0.3%
15,384
67
$313K 0.29%
8,108
+5
68
$304K 0.29%
3,638
-160
69
$288K 0.27%
18,059
-5,407
70
$287K 0.27%
2,901
71
$281K 0.26%
7,558
-467
72
$271K 0.26%
1,100
73
$264K 0.25%
1,079
74
$262K 0.25%
2,930
+20
75
$259K 0.24%
15,013
+96
1 2
3
4 5