RCWM

Royal Capital Wealth Management Portfolio holdings

AUM $163M
1-Year Est. Return 22.25%
This Quarter Est. Return
1 Year Est. Return
+22.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$63K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$224K
3
+$213K
4
IBM icon
IBM
IBM
+$210K
5
NTES icon
NetEase
NTES
+$206K

Top Sells

1
+$415K
2
+$364K
3
+$209K
4
DOV icon
Dover
DOV
+$205K
5
MSFT icon
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
$238K 0.17%
5,065
+5
77
$228K 0.16%
2,296
78
$226K 0.16%
2,000
79
$224K 0.16%
+2,489
80
$217K 0.15%
916
81
$213K 0.15%
+3,492
82
$210K 0.15%
818
+3
83
$210K 0.15%
+845
84
$206K 0.14%
+2,000
85
$204K 0.14%
+674
86
$202K 0.14%
+7,138
87
$104K 0.07%
17,607
88
$93.4K 0.07%
54,612
89
– –
-600
90
– –
-1,095
91
– –
-431
92
– –
-7,358
1 2 3
4