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
$99.3M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$877K
2 +$773K
3 +$561K
4
VHT icon
Vanguard Health Care ETF
VHT
+$257K
5
RVNC
Revance Therapeutics, Inc.
RVNC
+$221K

Top Sells

1 +$226K
2 +$224K
3 +$223K
4
ELV icon
Elevance Health
ELV
+$214K
5
APD icon
Air Products & Chemicals
APD
+$208K

Sector Composition

1 Financials 23.54%
2 Technology 13.41%
3 Healthcare 13.17%
4 Consumer Staples 7.18%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-674