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
$143M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$417K
3
+$364K
4
JPM icon
JPMorgan Chase
JPM
+$255K
5
PLTR icon
Palantir
PLTR
+$242K

Top Sells

1
+$844K
2
+$437K
3
+$267K
4
MDT icon
Medtronic
MDT
+$258K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$229K

Sector Composition

1 Financials 25.41%
2 Technology 18.89%
3 Healthcare 7.28%
4 Consumer Discretionary 6.83%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$221K 0.16%
2,000
77
$220K 0.15%
815
+5
78
$215K 0.15%
916
79
$213K 0.15%
20,826
-4,098
80
$209K 0.15%
431
81
$205K 0.14%
1,095
-20
82
$204K 0.14%
7,737
-2,319
83
$201K 0.14%
+600
84
$116K 0.08%
54,612
-27,000
85
$101K 0.07%
17,607
86
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87
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1 2 3
4