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
$115M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$887K
2
+$840K
3
+$805K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$763K
5
NVDA icon
NVIDIA
NVDA
+$651K

Top Sells

1
+$1.65M
2
+$638K
3
+$554K
4
BMY icon
Bristol-Myers Squibb
BMY
+$299K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$277K

Sector Composition

1 Financials 24.55%
2 Technology 16.01%
3 Healthcare 10.19%
4 Consumer Discretionary 6.94%
5 Consumer Staples 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$451K 0.39%
1,301
-47
52
$449K 0.39%
8,538
53
$408K 0.35%
1,002
-15
54
$404K 0.35%
3,669
-47
55
$397K 0.34%
4,220
+4
56
$396K 0.34%
8,650
57
$386K 0.33%
23,106
+79
58
$373K 0.32%
7,378
59
$372K 0.32%
2,493
+12
60
$363K 0.31%
2,130
61
$361K 0.31%
9,594
+2
62
$337K 0.29%
14,600
-12,000
63
$328K 0.28%
1,266
-29
64
$327K 0.28%
3,972
65
$325K 0.28%
1,100
66
$316K 0.27%
3,456
+1
67
$295K 0.26%
+2,640
68
$290K 0.25%
13,315
69
$283K 0.25%
5,631
-145
70
$279K 0.24%
2,901
71
$276K 0.24%
1,860
72
$267K 0.23%
4,200
73
$260K 0.22%
14,727
-439
74
$258K 0.22%
5,886
-400
75
$251K 0.22%
6,652
-187
1 2
3
4