We are live on ! Find out more
RCWM

Royal Capital Wealth Management Portfolio holdings

AUM $161M
1-Year Est. Return 18.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$788K
2
+$233K
3
+$225K
4
NLY icon
Annaly Capital Management
NLY
+$205K
5
LMT icon
Lockheed Martin
LMT
+$196K

Top Sells

1
+$252K
2
+$201K
3
+$77.4K
4
NVDA icon
NVIDIA
NVDA
+$76.7K
5
UNH icon
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
$253K 0.16%
2,000
77
$253K 0.15%
820
+2
78
$251K 0.15%
+707
79
$238K 0.15%
845
80
$237K 0.15%
2,489
81
$237K 0.15%
+1,248
82
$235K 0.14%
2,101
-184
83
$233K 0.14%
2,466
+4
84
$215K 0.13%
+431
85
$215K 0.13%
2,400
86
$207K 0.13%
+606
87
$200K 0.12%
+9,900
88
$185K 0.11%
17,996
89
$119K 0.07%
54,612
90
$14.6K 0.01%
+15,320
91
– –
-1,095
92
– –
-2,498
1 2 3
4