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
$106M
AUM Growth
+$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$3.35M
2 +$601K
3 +$227K
4
LLY icon
Eli Lilly
LLY
+$212K
5
CAH icon
Cardinal Health
CAH
+$211K

Top Sells

1 +$2.06M
2 +$396K
3 +$312K
4
HD icon
Home Depot
HD
+$282K
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$276K

Sector Composition

1 Financials 24.45%
2 Technology 14.27%
3 Healthcare 12.74%
4 Consumer Discretionary 7.31%
5 Consumer Staples 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,878
102
-6,875