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
$142M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$807K
3
+$694K
4
NVDA icon
NVIDIA
NVDA
+$597K
5
WMT icon
Walmart
WMT
+$411K

Top Sells

1
+$691K
2
+$264K
3
+$255K
4
NVO icon
Novo Nordisk
NVO
+$228K
5
LLY icon
Eli Lilly
LLY
+$221K

Sector Composition

1 Financials 23.67%
2 Technology 18.67%
3 Healthcare 9.14%
4 Consumer Discretionary 6.47%
5 Communication Services 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$440K 0.31%
2,130
52
$437K 0.31%
5,938
+23
53
$435K 0.31%
9,600
+2
54
$430K 0.3%
1,100
55
$419K 0.3%
3,677
+3
56
$417K 0.3%
4,340
57
$401K 0.28%
18,063
-1,938
58
$393K 0.28%
7,378
59
$363K 0.26%
2,661
-46
60
$350K 0.25%
24,924
+97
61
$344K 0.24%
2,337
+14
62
$325K 0.23%
1,908
63
$307K 0.22%
2,243
-369
64
$303K 0.21%
1,860
65
$286K 0.2%
10,056
-1,000
66
$279K 0.2%
2,416
67
$277K 0.2%
4,000
68
$276K 0.2%
12,507
+109
69
$276K 0.19%
1,600
70
$269K 0.19%
2,900
71
$267K 0.19%
13,942
-465
72
$265K 0.19%
2,372
-400
73
$258K 0.18%
2,869
-237
74
$252K 0.18%
431
75
$250K 0.18%
6,305
+8
1 2
3
4