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

Top Buys

1 +$3.53M
2 +$656K
3 +$237K
4
CAH icon
Cardinal Health
CAH
+$237K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$237K

Top Sells

1 +$2.09M
2 +$396K
3 +$321K
4
HD icon
Home Depot
HD
+$297K
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