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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$6.06M
3
+$4.64M
4
V icon
Visa
V
+$3.78M
5
UNH icon
UnitedHealth
UNH
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.8%
2 Technology 15.45%
3 Healthcare 12.96%
4 Consumer Discretionary 7.99%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.28M 7.06%
+20,248
2
$6.06M 5.88%
+18,026
3
$4.64M 4.51%
+26,161
4
$3.78M 3.67%
+17,445
5
$3.6M 3.5%
+7,180
6
$3.51M 3.4%
+7,387
7
$3.1M 3.01%
+19,601
8
$3.09M 3%
+31,486
9
$2.94M 2.86%
+17,202
10
$2.47M 2.4%
+19,124
11
$2.4M 2.33%
+441,068
12
$2.3M 2.23%
+8,588
13
$2.06M 2%
+5,183
14
$2.05M 1.99%
+12,300
15
$2M 1.94%
+13,840
16
$1.88M 1.83%
+11,515
17
$1.74M 1.69%
+6,744
18
$1.67M 1.62%
+6,770
19
$1.58M 1.53%
+25,822
20
$1.41M 1.37%
+19,136
21
$1.39M 1.34%
+10,235
22
$1.37M 1.33%
+4,575
23
$1.36M 1.32%
+20,381
24
$1.35M 1.31%
+14,448
25
$1.35M 1.31%
+5,984
1
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