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
1
$8.76M 8.25%
19,752
+7,971
2
$8.03M 7.56%
20,414
+28
3
$6.61M 6.23%
19,409
+16
4
$6.03M 5.68%
17,683
5
$4.94M 4.66%
25,488
+230
6
$4.14M 3.9%
17,432
+28
7
$3.25M 3.06%
6,754
-107
8
$3.05M 2.88%
20,984
+84
9
$2.9M 2.73%
17,494
-270
10
$2.75M 2.59%
25,645
+16
11
$2.69M 2.54%
111,219
-86,328
12
$2.68M 2.52%
28,377
-3,407
13
$2.66M 2.51%
8,920
-3
14
$1.99M 1.87%
5,386
15
$1.76M 1.66%
11,604
+29
16
$1.71M 1.61%
18,356
+14
17
$1.68M 1.59%
13,915
18
$1.66M 1.56%
8,968
-65
19
$1.65M 1.55%
7,310
-17
20
$1.64M 1.55%
12,584
-11
21
$1.5M 1.41%
3,194
+505
22
$1.42M 1.34%
10,519
-137
23
$1.4M 1.32%
6,356
+1
24
$1.3M 1.23%
18,537
+6
25
$1.25M 1.18%
5,624
-107
1
2 3 4 5