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
$142M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$807K
3
+$694K
4
NVDA icon
NVIDIA
NVDA
+$597K
5
WMT icon
Walmart
WMT
+$411K

Top Sells

1
+$691K
2
+$264K
3
+$255K
4
NVO icon
Novo Nordisk
NVO
+$228K
5
LLY icon
Eli Lilly
LLY
+$221K

Sector Composition

1 Financials 23.67%
2 Technology 18.67%
3 Healthcare 9.14%
4 Consumer Discretionary 6.47%
5 Communication Services 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$232K 0.16%
2,101
-146
77
$229K 0.16%
9,350
-1,150
78
$228K 0.16%
+916
79
$225K 0.16%
1,444
-134
80
$218K 0.15%
+897
81
$218K 0.15%
419
82
$215K 0.15%
4,805
+5
83
$214K 0.15%
1,115
-10
84
$213K 0.15%
810
+3
85
$209K 0.15%
+2,296
86
$208K 0.15%
+2,000
87
$202K 0.14%
+1,700
88
$201K 0.14%
+2,260
89
$200K 0.14%
1,762
+4
90
$122K 0.09%
81,612
-2,763
91
$121K 0.09%
17,607
92
$92.4K 0.07%
14,000
-4,000
93
$80.4K 0.06%
+12,149
94
– –
-798
95
– –
-1,440
96
– –
-3,815
97
– –
-1,600
98
– –
-429
99
– –
-6,411
1 2 3
4