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
$127M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$516K
3
+$443K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$393K
5
LLY icon
Eli Lilly
LLY
+$377K

Top Sells

1
+$900K
2
+$606K
3
+$408K
4
BIIB icon
Biogen
BIIB
+$328K
5
CMCSA icon
Comcast
CMCSA
+$323K

Sector Composition

1 Financials 25.09%
2 Technology 16.36%
3 Healthcare 9.72%
4 Consumer Discretionary 7.22%
5 Communication Services 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$249K 0.2%
5,636
+5
77
$240K 0.19%
1,908
78
$238K 0.19%
6,284
+8
79
$238K 0.19%
2,770
-12
80
$234K 0.18%
2,416
81
$233K 0.18%
916
82
$232K 0.18%
+1,755
83
$221K 0.17%
3,812
-47
84
$219K 0.17%
5,048
-7,457
85
$219K 0.17%
12,423
-1,304
86
$217K 0.17%
+4,794
87
$217K 0.17%
+418
88
$207K 0.16%
+2,000
89
$207K 0.16%
+798
90
$205K 0.16%
+1,600
91
$183K 0.14%
81,135
+849
92
$66.4K 0.05%
17,607
93
– –
-3,422
94
– –
-1,266
95
– –
-5,886
96
– –
-10,665
97
– –
-1,002
98
– –
-3,456
1 2 3
4