RCWM
Royal Capital Wealth Management Portfolio holdings
AUM
$163M
1-Year Est. Return
22.25%
1 Year Est. Return
+22.25%
AUM
$163M
AUM Growth
+$12.7M
(+8.4%)
Holding
92
Top Buys
| 1 | +$819K | |
| 2 | +$251K | |
| 3 | +$237K | |
| 4 |
Lockheed Martin
LMT
|
+$215K |
| 5 |
General Dynamics
GD
|
+$207K |
Top Sells
| 1 | +$252K | |
| 2 | +$201K | |
| 3 | +$82.1K | |
| 4 |
Kenvue
KVUE
|
+$61.6K |
| 5 |
UnitedHealth
UNH
|
+$54.9K |
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 | |
|---|---|---|---|---|---|---|
76
iShares US Financials ETF
IYF
$4.14B
| $253K | 0.16% |
2,000
|
|
||
77
Vanguard Large-Cap ETF
VV
$47.1B
| $253K | 0.15% |
820
+2
|
|
||
78
SPDR Gold Trust
GLD
$145B
| $251K | 0.15% |
+707
|
|
||
79
IBM
IBM
$289B
| $238K | 0.15% |
845
|
|
||
80
Medtronic
MDT
$128B
| $237K | 0.15% |
2,489
|
|
||
81
Invesco S&P 500 Equal Weight ETF
RSP
$76B
| $237K | 0.15% |
+1,248
|
|
||
82
Aflac
AFL
$57.7B
| $235K | 0.14% |
2,101
-184
|
|
||
83
ConocoPhillips
COP
$118B
| $233K | 0.14% |
2,466
+4
|
|
||
|
84
Lockheed Martin
LMT
$111B
| $215K | 0.13% |
+431
|
|
||
85
iShares US Financial Services ETF
IYG
$2.07B
| $215K | 0.13% |
2,400
|
|
||
|
86
General Dynamics
GD
$91.2B
| $207K | 0.13% |
+606
|
|
||
87
Annaly Capital Management
NLY
$15.1B
| $200K | 0.12% |
+9,900
|
|
||
88
Greystone Housing Impact Investors LP
GHI
$154M
| $185K | 0.11% |
17,996
|
|
||
89
Wrap Technologies
WRAP
$129M
| $119K | 0.07% |
54,612
|
|
||
|
IAUX
90
i-80 Gold Corp
IAUX
$1.18B
| $14.6K | 0.01% |
+15,320
|
|
||
91
Dover
DOV
$27.3B
| – | – |
-1,095
|
|
||
92
United Parcel Service
UPS
$85.6B
| – | – |
-2,498
|
|