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RCWM

Royal Capital Wealth Management Portfolio holdings

AUM $161M
1-Year Est. Return 18.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$788K
2
+$233K
3
+$225K
4
NLY icon
Annaly Capital Management
NLY
+$205K
5
LMT icon
Lockheed Martin
LMT
+$196K

Top Sells

1
+$252K
2
+$201K
3
+$77.4K
4
NVDA icon
NVIDIA
NVDA
+$76.7K
5
UNH icon
UnitedHealth
UNH
+$48.1K

Sector Composition

1 Financials 26.47%
2 Technology 19.44%
3 Communication Services 7.07%
4 Healthcare 6.57%
5 Consumer Discretionary 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$492K 0.3%
4,300
-40
52
$480K 0.29%
3,587
-98
53
$469K 0.29%
3,465
+5
54
$465K 0.29%
18,086
+6
55
$408K 0.25%
7,750
56
$402K 0.25%
10,250
57
$400K 0.25%
24,674
-3,793
58
$391K 0.24%
2,130
59
$377K 0.23%
2,425
+78
60
$362K 0.22%
244,300
-9,320
61
$358K 0.22%
1,860
62
$358K 0.22%
5,877
+805
63
$348K 0.21%
2,900
64
$347K 0.21%
12,245
+302
65
$330K 0.2%
17,607
66
$328K 0.2%
7,737
67
$318K 0.19%
2,568
68
$317K 0.19%
6,151
+6
69
$315K 0.19%
2,031
70
$313K 0.19%
1,268
71
$304K 0.19%
2,000
72
$300K 0.18%
1,911
73
$275K 0.17%
916
74
$272K 0.17%
3,201
75
$265K 0.16%
1,850
1 2
3
4