RCWM

Royal Capital Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 19.82%
This Quarter Est. Return
1 Year Est. Return
+19.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$6.06M
3
+$4.64M
4
V icon
Visa
V
+$3.78M
5
UNH icon
UnitedHealth
UNH
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.8%
2 Technology 15.45%
3 Healthcare 12.96%
4 Consumer Discretionary 7.99%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$311K 0.3%
+4,982
77
$305K 0.3%
+1,211
78
$302K 0.29%
+8,650
79
$298K 0.29%
+5,323
80
$290K 0.28%
+1,440
81
$286K 0.28%
+16,500
82
$286K 0.28%
+2,437
83
$273K 0.26%
+916
84
$258K 0.25%
+1,208
85
$257K 0.25%
+4,529
86
$253K 0.25%
+2,416
87
$239K 0.23%
+1,158
88
$238K 0.23%
+1,085
89
$234K 0.23%
+2,895
90
$233K 0.23%
+2,736
91
$233K 0.23%
+944
92
$232K 0.23%
+1,276
93
$222K 0.22%
+906
94
$218K 0.21%
+1,810
95
$216K 0.21%
+380
96
$216K 0.21%
+851
97
$214K 0.21%
+2,100
98
$210K 0.2%
+3,104
99
$210K 0.2%
+1,770
100
$208K 0.2%
+7,950
1 2 3
4
5