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

Top Buys

1
+$2.71M
2
+$673K
3
+$554K
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$456K
5
SEIC icon
SEI Investments
SEIC
+$258K

Top Sells

1
+$861K
2
+$656K
3
+$493K
4
ABT icon
Abbott
ABT
+$388K
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
– –
-3,442
104
– –
-11,779
1 2 3 4
5