RCWM
Royal Capital Wealth Management Portfolio holdings
AUM
$169M
1-Year Est. Return
23.31%
This Fund
S&P 500
1 Year Est. Return
+23.31%
AUM
$163M
AUM Growth
+$12.7M
(+8.4%)
Holding
92
Top Buys
| 1 | +$788K | |
| 2 | +$233K | |
| 3 | +$225K | |
| 4 |
Annaly Capital Management
NLY
|
+$205K |
| 5 |
Lockheed Martin
LMT
|
+$196K |
Top Sells
| 1 | +$252K | |
| 2 | +$201K | |
| 3 | +$77.4K | |
| 4 |
NVIDIA
NVDA
|
+$76.7K |
| 5 |
UnitedHealth
UNH
|
+$48.1K |
Sector Composition
| 1 | Financials | 26.47% |
| 2 | Technology | 19.44% |
| 3 | Communication Services | 7.07% |
| 4 | Healthcare | 6.57% |
| 5 | Consumer Discretionary | 5.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares US Financials ETF
IYF
$3.46B
| $253K | 0.16% |
2,000
|
|
||
77
Vanguard Large-Cap ETF
VV
$45.9B
| $253K | 0.15% |
820
+2
|
|
||
78
SPDR Gold Trust
GLD
$173B
| $251K | 0.15% |
+707
|
|
||
79
IBM
IBM
$231B
| $238K | 0.15% |
845
|
|
||
80
Medtronic
MDT
$112B
| $237K | 0.15% |
2,489
|
|
||
81
Invesco S&P 500 Equal Weight ETF
RSP
$85.2B
| $237K | 0.15% |
+1,248
|
|
||
82
Aflac
AFL
$56.1B
| $235K | 0.14% |
2,101
-184
|
|
||
83
ConocoPhillips
COP
$149B
| $233K | 0.14% |
2,466
+4
|
|
||
|
84
Lockheed Martin
LMT
$149B
| $215K | 0.13% |
+431
|
|
||
85
iShares US Financial Services ETF
IYG
$1.85B
| $215K | 0.13% |
2,400
|
|
||
86
General Dynamics
GD
$95B
| $207K | 0.13% |
+606
|
|
||
|
87
Annaly Capital Management
NLY
$15.7B
| $200K | 0.12% |
+9,900
|
|
||
88
Greystone Housing Impact Investors LP
GHI
$169M
| $185K | 0.11% |
17,996
|
|
||
89
Wrap Technologies
WRAP
$84.5M
| $119K | 0.07% |
54,612
|
|
||
|
IAUX
90
i-80 Gold Corp
IAUX
$1.39B
| $14.6K | 0.01% |
+15,320
|
|
||
91
Dover
DOV
$27.5B
| – | – |
-1,095
|
|
||
92
United Parcel Service
UPS
$82.5B
| – | – |
-2,498
|
|