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
$104M
AUM Growth
-$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.61M
2 +$584K
3 +$560K
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$454K
5
SEIC icon
SEI Investments
SEIC
+$253K

Top Sells

1 +$813K
2 +$656K
3 +$460K
4
ABT icon
Abbott
ABT
+$358K
5
BAC icon
Bank of America
BAC
+$337K

Sector Composition

1 Financials 24.63%
2 Technology 13.74%
3 Healthcare 11.84%
4 Consumer Discretionary 6.29%
5 Consumer Staples 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,245
102
-18,140
103
-11,779
104
-3,442