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
$92.2M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$919K
2 +$398K
3 +$295K
4
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$290K
5
SBUX icon
Starbucks
SBUX
+$286K

Sector Composition

1 Financials 21.49%
2 Healthcare 15.49%
3 Technology 13.27%
4 Consumer Staples 7.86%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-25,239
102
-3,140
103
-65,799