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
$143M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$417K
3
+$364K
4
JPM icon
JPMorgan Chase
JPM
+$255K
5
PLTR icon
Palantir
PLTR
+$242K

Top Sells

1
+$844K
2
+$437K
3
+$267K
4
MDT icon
Medtronic
MDT
+$258K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$229K

Sector Composition

1 Financials 25.41%
2 Technology 18.89%
3 Healthcare 7.28%
4 Consumer Discretionary 6.83%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$414K 0.29%
3,549
+4
52
$410K 0.29%
18,070
+7
53
$399K 0.28%
2,130
54
$399K 0.28%
1,100
55
$396K 0.28%
2,375
-900
56
$368K 0.26%
7,885
-1,350
57
$364K 0.25%
+7,358
58
$336K 0.24%
2,320
-17
59
$330K 0.23%
2,613
-48
60
$323K 0.23%
11,785
-722
61
$318K 0.22%
1,908
62
$282K 0.2%
2,618
+202
63
$279K 0.2%
253,620
-157,595
64
$277K 0.19%
6,311
+6
65
$270K 0.19%
2,092
-151
66
$270K 0.19%
5,060
+255
67
$268K 0.19%
2,900
68
$264K 0.19%
3,200
-800
69
$262K 0.18%
1,600
70
$259K 0.18%
1,860
71
$243K 0.17%
2,052
-49
72
$242K 0.17%
+3,200
73
$239K 0.17%
2,311
-61
74
$239K 0.17%
+2,405
75
$231K 0.16%
2,296
1 2
3
4