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
$106M
AUM Growth
+$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$656K
3
+$237K
4
CAH icon
Cardinal Health
CAH
+$237K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$237K

Top Sells

1
+$2.09M
2
+$396K
3
+$321K
4
HD icon
Home Depot
HD
+$297K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$276K

Sector Composition

1 Financials 24.45%
2 Technology 14.27%
3 Healthcare 12.74%
4 Consumer Discretionary 7.31%
5 Consumer Staples 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$255K 0.24%
1,245
+8
77
$250K 0.24%
3,312
+52
78
$237K 0.22%
+2,502
79
$236K 0.22%
945
80
$234K 0.22%
7,950
81
$227K 0.21%
+1,908
82
$222K 0.21%
6,224
-800
83
$217K 0.2%
1,860
84
$217K 0.2%
2,416
85
$215K 0.2%
1,631
+1
86
$215K 0.2%
+3,442
87
$214K 0.2%
1,266
88
$213K 0.2%
4,004
-97
89
$210K 0.2%
1,600
90
$208K 0.2%
+916
91
$208K 0.2%
18,140
-536
92
$201K 0.19%
+1,744
93
$200K 0.19%
+1,440
94
$127K 0.12%
87,136
-612
95
$90.8K 0.09%
11,779
-2,372
96
$50K 0.05%
17,607
97
$26.9K 0.03%
115
98
– –
-12,299
99
– –
-1,232
100
– –
-431
1 2 3
4
5