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
$133M
AUM Growth
+$5.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$877K
3
+$732K
4
GE icon
GE Aerospace
GE
+$520K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$395K

Top Sells

1
+$783K
2
+$390K
3
+$378K
4
SBUX icon
Starbucks
SBUX
+$265K
5
INTC icon
Intel
INTC
+$249K

Sector Composition

1 Financials 23.07%
2 Technology 19.11%
3 Healthcare 9.76%
4 Consumer Discretionary 7.09%
5 Communication Services 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$419K 0.32%
20,001
52
$414K 0.31%
2,130
53
$395K 0.3%
9,598
+2
54
$387K 0.29%
5,915
-847
55
$382K 0.29%
3,674
+3
56
$380K 0.29%
3,751
-88
57
$370K 0.28%
2,707
+7
58
$368K 0.28%
24,827
+1,644
59
$366K 0.28%
1,100
60
$363K 0.27%
2,323
+12
61
$351K 0.26%
7,378
62
$323K 0.24%
1,860
63
$320K 0.24%
1,600
64
$298K 0.22%
14,407
+34
65
$294K 0.22%
11,056
-172
66
$269K 0.2%
1,908
67
$267K 0.2%
+2,612
68
$264K 0.2%
6,411
+31
69
$259K 0.19%
4,000
-200
70
$252K 0.19%
10,500
-2,600
71
$250K 0.19%
6,297
+13
72
$248K 0.19%
2,772
+2
73
$246K 0.19%
12,398
-2,542
74
$244K 0.18%
3,106
-726
75
$242K 0.18%
2,416
1 2
3
4