RCWM

Royal Capital Wealth Management Portfolio holdings

AUM $163M
1-Year Est. Return 22.25%
This Quarter Est. Return
1 Year Est. Return
+22.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$63K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$224K
3
+$213K
4
IBM icon
IBM
IBM
+$210K
5
NTES icon
NetEase
NTES
+$206K

Top Sells

1
+$415K
2
+$364K
3
+$209K
4
DOV icon
Dover
DOV
+$205K
5
MSFT icon
Microsoft
MSFT
+$201K

Sector Composition

1 Financials 28.87%
2 Technology 16.54%
3 Healthcare 8.32%
4 Consumer Discretionary 6.04%
5 Communication Services 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$428K 0.3%
4,340
52
$416K 0.29%
3,454
-95
53
$396K 0.28%
1,268
54
$390K 0.27%
2,333
+13
55
$389K 0.27%
18,075
+5
56
$383K 0.27%
2,130
57
$383K 0.27%
7,750
-135
58
$363K 0.25%
1,100
59
$350K 0.25%
253,620
60
$338K 0.24%
11,864
+79
61
$319K 0.22%
2,618
62
$301K 0.21%
2,048
-44
63
$288K 0.2%
2,620
+7
64
$283K 0.2%
2,053
+1
65
$271K 0.19%
1,860
66
$267K 0.19%
3,166
-34
67
$267K 0.19%
1,908
68
$258K 0.18%
2,459
+54
69
$257K 0.18%
20,826
70
$256K 0.18%
6,138
-173
71
$256K 0.18%
1,600
72
$255K 0.18%
2,900
73
$254K 0.18%
2,283
-28
74
$248K 0.17%
3,200
75
$240K 0.17%
7,737
1 2
3
4