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
$94.1M
AUM Growth
+$8.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.66M
2 +$781K
3 +$452K
4
BA icon
Boeing
BA
+$302K
5
CAT icon
Caterpillar
CAT
+$277K

Top Sells

1 +$881K
2 +$857K
3 +$761K
4
DEO icon
Diageo
DEO
+$658K
5
PM icon
Philip Morris
PM
+$411K

Sector Composition

1 Financials 23.08%
2 Healthcare 15.6%
3 Technology 12.08%
4 Consumer Staples 7.81%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,335
102
-895