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
$142M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$807K
3
+$694K
4
NVDA icon
NVIDIA
NVDA
+$597K
5
WMT icon
Walmart
WMT
+$411K

Top Sells

1
+$691K
2
+$264K
3
+$255K
4
NVO icon
Novo Nordisk
NVO
+$228K
5
LLY icon
Eli Lilly
LLY
+$221K

Sector Composition

1 Financials 23.67%
2 Technology 18.67%
3 Healthcare 9.14%
4 Consumer Discretionary 6.47%
5 Communication Services 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 12.42%
30,626
+2,025
2
$9.94M 7.02%
20,132
-23
3
$9.03M 6.38%
20,985
-243
4
$8.49M 6%
18,446
-90
5
$6.57M 4.64%
54,094
+4,913
6
$6.39M 4.52%
27,426
+1,497
7
$4.8M 3.39%
17,474
-49
8
$4.44M 3.14%
26,774
+4,182
9
$4.39M 3.1%
20,818
-49
10
$4.34M 3.06%
8,883
+1,653
11
$4.09M 2.89%
21,971
+2,000
12
$3.79M 2.68%
6,476
-155
13
$3.21M 2.27%
3,619
-250
14
$3.07M 2.17%
26,208
-313
15
$2.77M 1.96%
25,986
-2,393
16
$2.76M 1.95%
18,008
-291
17
$2.41M 1.7%
7,912
-144
18
$2.34M 1.65%
13,986
+1
19
$1.98M 1.4%
10,017
-153
20
$1.91M 1.35%
35,653
+2,084
21
$1.58M 1.11%
5,692
-353
22
$1.36M 0.96%
16,652
-1,390
23
$1.36M 0.96%
8,365
-536
24
$1.34M 0.94%
47,421
+186
25
$1.29M 0.91%
4,765
-738
1
2 3 4