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

Top Buys

1
+$1.63M
2
+$750K
3
+$447K
4
BA icon
Boeing
BA
+$259K
5
CAT icon
Caterpillar
CAT
+$252K

Top Sells

1
+$1.01M
2
+$950K
3
+$837K
4
DEO icon
Diageo
DEO
+$658K
5
PM icon
Philip Morris
PM
+$383K

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
– –
-3,875
102
– –
-895
1 2 3 4
5