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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
$161M
AUM Growth
-$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$236K
3
+$214K
4
CRMD icon
CorMedix
CRMD
+$211K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$205K

Top Sells

1
+$250K
2
+$221K
3
+$201K
4
ABBV icon
AbbVie
ABBV
+$180K
5
HD icon
Home Depot
HD
+$176K

Sector Composition

1 Financials 24.65%
2 Technology 16.6%
3 Communication Services 8.27%
4 Healthcare 7.2%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLD icon
76
SPDR Gold Trust
GLD
$137B
$269K 0.17%
626
-81
NSC icon
77
Norfolk Southern
NSC
$70.5B
$263K 0.16%
916
APO icon
78
Apollo Global Management
APO
$77.2B
$262K 0.16%
2,353
+1
LMT icon
79
Lockheed Martin
LMT
$125B
$260K 0.16%
431
OKE icon
80
Oneok
OKE
$57.1B
$260K 0.16%
+2,871
ACN icon
81
Accenture
ACN
$105B
$251K 0.16%
1,268
SEIC icon
82
SEI Investments
SEIC
$10.8B
$251K 0.16%
3,202
+1
VV icon
83
Vanguard Large-Cap ETF
VV
$52B
$247K 0.15%
827
+2
IYF icon
84
iShares US Financials ETF
IYF
$3.64B
$235K 0.15%
2,000
AFL icon
85
Aflac
AFL
$60B
$228K 0.14%
2,083
+1
NTES icon
86
NetEase
NTES
$80.6B
$224K 0.14%
2,000
CB icon
87
Chubb
CB
$127B
$220K 0.14%
675
MDT icon
88
Medtronic
MDT
$103B
$216K 0.13%
2,489
DOV icon
89
Dover
DOV
$29.3B
$214K 0.13%
1,025
NVS icon
90
Novartis
NVS
$292B
$213K 0.13%
+1,394
VZ icon
91
Verizon
VZ
$201B
$209K 0.13%
+4,161
GD icon
92
General Dynamics
GD
$97.4B
$208K 0.13%
607
T icon
93
AT&T
T
$164B
$203K 0.13%
+6,991
CRMD icon
94
CorMedix
CRMD
$686M
$194K 0.12%
+28,500
WRAP icon
95
Wrap Technologies
WRAP
$73M
$138K 0.09%
89,521
+34,909
IAUX
96
i-80 Gold Corp
IAUX
$1.28B
$23.3K 0.01%
15,320
IBM icon
97
IBM
IBM
$256B
– –
-845
IYG icon
98
iShares US Financial Services ETF
IYG
$1.98B
– –
-2,400
1 2 3
4