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RCWM

Royal Capital Wealth Management Portfolio holdings

AUM $161M
1-Year Est. Return 18.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$788K
2
+$233K
3
+$225K
4
NLY icon
Annaly Capital Management
NLY
+$205K
5
LMT icon
Lockheed Martin
LMT
+$196K

Top Sells

1
+$252K
2
+$201K
3
+$77.4K
4
NVDA icon
NVIDIA
NVDA
+$76.7K
5
UNH icon
UnitedHealth
UNH
+$48.1K

Sector Composition

1 Financials 26.47%
2 Technology 19.44%
3 Communication Services 7.07%
4 Healthcare 6.57%
5 Consumer Discretionary 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.8M 13.4%
32,795
+1,229
2
$11.5M 7.04%
20,191
+10
3
$10.6M 6.47%
20,372
-14
4
$10.4M 6.37%
55,630
-440
5
$9.41M 5.77%
18,715
+212
6
$7.09M 4.35%
22,492
+546
7
$6.13M 3.76%
25,208
-90
8
$5.93M 3.64%
17,374
+46
9
$5.35M 3.28%
8,903
+20
10
$5.15M 3.16%
20,226
-14
11
$4.89M 3%
22,266
-80
12
$3.38M 2.07%
13,888
-99
13
$2.98M 1.83%
17,448
-195
14
$2.96M 1.82%
3,879
+245
15
$2.94M 1.8%
26,058
+19
16
$2.62M 1.61%
50,834
+26
17
$2.33M 1.43%
22,600
-10
18
$2.26M 1.39%
3
19
$2.23M 1.37%
9,636
+1
20
$2.22M 1.36%
41,769
+1,391
21
$2.17M 1.33%
6,292
-159
22
$1.92M 1.18%
6,317
-117
23
$1.61M 0.99%
5,497
-40
24
$1.55M 0.95%
8,378
+78
25
$1.43M 0.88%
5,296
1
2 3 4