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
$103M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$7.28M
2 +$6.06M
3 +$4.64M
4
V icon
Visa
V
+$3.78M
5
UNH icon
UnitedHealth
UNH
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.8%
2 Technology 15.45%
3 Healthcare 12.96%
4 Consumer Discretionary 7.99%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$207K 0.2%
+679
102
$205K 0.2%
+4,775
103
$195K 0.19%
+12,320
104
$178K 0.17%
+11,733
105
$110K 0.11%
+15,179
106
$109K 0.11%
+21,607
107
$28K 0.03%
+115