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
$143M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$417K
3
+$364K
4
JPM icon
JPMorgan Chase
JPM
+$255K
5
PLTR icon
Palantir
PLTR
+$242K

Top Sells

1
+$844K
2
+$437K
3
+$267K
4
MDT icon
Medtronic
MDT
+$258K
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$229K

Sector Composition

1 Financials 25.41%
2 Technology 18.89%
3 Healthcare 7.28%
4 Consumer Discretionary 6.83%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.4M 12.88%
31,338
+712
2
$10.6M 7.44%
20,156
+24
3
$8.81M 6.18%
20,908
-77
4
$8.36M 5.86%
18,446
5
$7.24M 5.08%
53,917
-177
6
$6.02M 4.22%
24,056
-3,370
7
$5.47M 3.83%
17,296
-178
8
$5.25M 3.68%
21,883
+1,065
9
$5.07M 3.56%
26,797
+23
10
$4.9M 3.44%
22,346
+375
11
$4.55M 3.19%
8,893
+10
12
$3.25M 2.28%
6,418
-58
13
$3.04M 2.13%
17,621
-387
14
$2.81M 1.97%
3,634
+15
15
$2.8M 1.96%
26,001
-207
16
$2.66M 1.87%
13,986
17
$2.53M 1.77%
25,399
-587
18
$2.26M 1.58%
7,791
-121
19
$2.09M 1.47%
40,227
+4,574
20
$1.95M 1.37%
21,594
+5,957
21
$1.71M 1.2%
9,610
-407
22
$1.62M 1.14%
5,537
-155
23
$1.34M 0.94%
16,618
-34
24
$1.3M 0.91%
47,506
+85
25
$1.21M 0.85%
8,368
+3
1
2 3 4