RCWM
Royal Capital Wealth Management Portfolio holdings
AUM
$150M
1-Year Est. Return
19.82%
1 Year Est. Return
+19.82%
AUM
$143M
AUM Growth
+$63K
(+0.04%)
Holding
92
Top Buys
| 1 | +$2.4M | |
| 2 | +$224K | |
| 3 | +$213K | |
| 4 |
IBM
IBM
|
+$210K |
| 5 |
NetEase
NTES
|
+$206K |
Top Sells
| 1 | +$415K | |
| 2 | +$364K | |
| 3 | +$209K | |
| 4 |
Dover
DOV
|
+$205K |
| 5 |
Microsoft
MSFT
|
+$201K |
Sector Composition
| 1 | Financials | 28.87% |
| 2 | Technology | 16.54% |
| 3 | Healthcare | 8.32% |
| 4 | Consumer Discretionary | 6.04% |
| 5 | Communication Services | 5.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
General Motors
GM
$65B
| $238K | 0.17% |
5,065
+5
|
|
||
77
Oneok
OKE
$43.2B
| $228K | 0.16% |
2,296
|
|
||
78
iShares US Financials ETF
IYF
$4B
| $226K | 0.16% |
2,000
|
|
||
79
Medtronic
MDT
$120B
| $224K | 0.16% |
+2,489
|
|
||
80
Norfolk Southern
NSC
$62.9B
| $217K | 0.15% |
916
|
|
||
81
Bristol-Myers Squibb
BMY
$89.2B
| $213K | 0.15% |
+3,492
|
|
||
82
Vanguard Large-Cap ETF
VV
$46.9B
| $210K | 0.15% |
818
+3
|
|
||
|
83
IBM
IBM
$287B
| $210K | 0.15% |
+845
|
|
||
|
84
NetEase
NTES
$92.9B
| $206K | 0.14% |
+2,000
|
|
||
85
Chubb
CB
$111B
| $204K | 0.14% |
+674
|
|
||
86
AT&T
T
$179B
| $202K | 0.14% |
+7,138
|
|
||
87
Coeur Mining
CDE
$12B
| $104K | 0.07% |
17,607
|
|
||
88
Wrap Technologies
WRAP
$143M
| $93.4K | 0.07% |
54,612
|
|
||
89
Salesforce
CRM
$243B
| – | – |
-600
|
|
||
|
90
Dover
DOV
$24.3B
| – | – |
-1,095
|
|
||
91
Lockheed Martin
LMT
$112B
| – | – |
-431
|
|
||
92
Occidental Petroleum
OXY
$41.9B
| – | – |
-7,358
|
|