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
$127M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$516K
3
+$443K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$393K
5
LLY icon
Eli Lilly
LLY
+$377K

Top Sells

1
+$900K
2
+$606K
3
+$408K
4
BIIB icon
Biogen
BIIB
+$328K
5
CMCSA icon
Comcast
CMCSA
+$323K

Sector Composition

1 Financials 25.09%
2 Technology 16.36%
3 Healthcare 9.72%
4 Consumer Discretionary 7.22%
5 Communication Services 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$417K 0.33%
3,671
+2
52
$407K 0.32%
20,001
-9,105
53
$404K 0.32%
9,596
+2
54
$403K 0.32%
1,100
55
$401K 0.32%
2,700
-585
56
$378K 0.3%
1,961
+100
57
$378K 0.3%
23,183
+77
58
$375K 0.29%
1,860
59
$371K 0.29%
2,130
60
$368K 0.29%
7,378
61
$365K 0.29%
2,311
-182
62
$352K 0.28%
3,839
-381
63
$350K 0.27%
2,640
64
$334K 0.26%
3,832
-140
65
$317K 0.25%
1,600
66
$311K 0.24%
13,100
-1,500
67
$302K 0.24%
4,200
68
$280K 0.22%
1,577
69
$274K 0.22%
14,940
+213
70
$270K 0.21%
14,373
+3,038
71
$268K 0.21%
6,380
-272
72
$265K 0.21%
2,901
73
$255K 0.2%
11,228
-2,087
74
$251K 0.2%
2,246
+1
75
$250K 0.2%
2,900
1 2
3
4