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
$102M
AUM Growth
-$865K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.24M
3
+$1.02M
4
LLY icon
Eli Lilly
LLY
+$389K
5
POWW icon
Outdoor Holding Co
POWW
+$234K

Top Sells

1
+$649K
2
+$286K
3
+$234K
4
ITW icon
Illinois Tool Works
ITW
+$233K
5
DOV icon
Dover
DOV
+$232K

Sector Composition

1 Financials 21.78%
2 Technology 14.29%
3 Healthcare 13.67%
4 Consumer Discretionary 8.22%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-906
102
– –
-2,895
103
– –
-1,276
104
– –
-944
105
– –
-851
106
– –
-2,100
107
– –
-1,810
108
– –
-679
109
– –
-1,770
1 2 3 4
5