RCWM
Royal Capital Wealth Management Portfolio holdings
AUM
$150M
1-Year Est. Return
19.82%
1 Year Est. Return
+19.82%
AUM
$150M
AUM Growth
+$7.66M
(+5.4%)
Holding
90
Top Buys
| 1 | +$205K | |
| 2 | +$201K | |
| 3 | +$174K | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$58.7K |
| 5 |
Diamondback Energy
FANG
|
+$34.4K |
Top Sells
| 1 | +$759K | |
| 2 | +$269K | |
| 3 | +$228K | |
| 4 |
Bristol-Myers Squibb
BMY
|
+$213K |
| 5 |
Chubb
CB
|
+$204K |
Sector Composition
| 1 | Financials | 27.72% |
| 2 | Technology | 19% |
| 3 | Healthcare | 6.49% |
| 4 | Consumer Discretionary | 6.08% |
| 5 | Communication Services | 5.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares US Financials ETF
IYF
$4B
| $242K | 0.16% |
2,000
|
|
||
77
Aflac
AFL
$57.3B
| $241K | 0.16% |
2,285
+2
|
|
||
78
Norfolk Southern
NSC
$62.9B
| $234K | 0.16% |
916
|
|
||
79
Vanguard Large-Cap ETF
VV
$46.9B
| $233K | 0.16% |
818
|
|
||
80
ConocoPhillips
COP
$110B
| $221K | 0.15% |
2,462
+3
|
|
||
81
Medtronic
MDT
$120B
| $217K | 0.14% |
2,489
|
|
||
82
iShares US Financial Services ETF
IYG
$1.93B
| $205K | 0.14% |
+2,400
|
|
||
83
Greystone Housing Impact Investors LP
GHI
$202M
| $204K | 0.14% |
17,996
-2,830
|
|
||
84
Dover
DOV
$24.3B
| $201K | 0.13% |
+1,095
|
|
||
85
Coeur Mining
CDE
$12B
| $156K | 0.1% |
17,607
|
|
||
86
Wrap Technologies
WRAP
$143M
| $85.2K | 0.06% |
54,612
|
|
||
|
87
Chubb
CB
$111B
| – | – |
-674
|
|
||
88
Oneok
OKE
$43.2B
| – | – |
-2,296
|
|
||
89
AT&T
T
$179B
| – | – |
-7,138
|
|
||
|
90
Bristol-Myers Squibb
BMY
$89.2B
| – | – |
-3,492
|
|