RCWM

Royal Capital Wealth Management Portfolio holdings

AUM $169M
1-Year Est. Return 23.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.31%
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
+$7M
2
+$5.84M
3
+$4.13M
4
V icon
Visa
V
+$3.74M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.39M

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
1 2 3 4
5