RWM
Rench Wealth Management Portfolio holdings
AUM
$316M
1-Year Est. Return
15.44%
1 Year Est. Return
+15.44%
AUM
$316M
AUM Growth
+$26.4M
(+9.1%)
Holding
52
Top Buys
| 1 | +$456K | |
| 2 | +$438K | |
| 3 | +$406K | |
| 4 |
D.R. Horton
DHI
|
+$321K |
| 5 |
Elevance Health
ELV
|
+$260K |
Top Sells
| 1 | +$904K | |
| 2 | +$465K | |
| 3 | +$135K | |
| 4 |
Abbott
ABT
|
+$128K |
| 5 |
Entergy
ETR
|
+$19.4K |
Sector Composition
| 1 | Technology | 37.63% |
| 2 | Healthcare | 11.92% |
| 3 | Financials | 11.81% |
| 4 | Industrials | 10.85% |
| 5 | Consumer Discretionary | 7.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Domino's
DPZ
$14.2B
| $5.04M | 1.6% |
11,194
+205
|
|
||
27
Cisco
CSCO
$280B
| $5.04M | 1.59% |
72,581
+548
|
|
||
28
Chevron
CVX
$310B
| $4.68M | 1.48% |
32,683
+1,017
|
|
||
29
Lowe's Companies
LOW
$138B
| $4.38M | 1.39% |
19,735
+479
|
|
||
30
Boeing
BA
$164B
| $4.33M | 1.37% |
20,656
+324
|
|
||
31
Verizon
VZ
$170B
| $4.28M | 1.35% |
98,868
+1,275
|
|
||
|
32
Elevance Health
ELV
$78.8B
| $4.2M | 1.33% |
10,795
+668
|
|
||
33
Southern Company
SO
$107B
| $4.11M | 1.3% |
44,786
+300
|
|
||
34
UnitedHealth
UNH
$331B
| $3.96M | 1.25% |
12,689
+1,403
|
|
||
35
Public Service Enterprise Group
PEG
$41.5B
| $3.91M | 1.24% |
46,479
+554
|
|
||
36
Merck
MRK
$219B
| $3.57M | 1.13% |
45,128
+1,281
|
|
||
37
United Parcel Service
UPS
$74.6B
| $3.32M | 1.05% |
32,925
+913
|
|
||
|
38
D.R. Horton
DHI
$47.3B
| $2.07M | 0.65% |
16,033
+2,490
|
|
||
39
Invesco S&P 500 Equal Weight ETF
RSP
$75B
| $882K | 0.28% |
4,850
-4,973
|
|
||
40
Schwab US Dividend Equity ETF
SCHD
$70.8B
| $768K | 0.24% |
28,970
-196
|
|
||
41
ASML
ASML
$398B
| $749K | 0.24% |
935
+232
|
|
||
42
IBM
IBM
$263B
| $701K | 0.22% |
2,378
+1
|
|
||
43
Ecolab
ECL
$78.9B
| $591K | 0.19% |
2,192
+6
|
|
||
44
Walmart
WMT
$847B
| $342K | 0.11% |
3,498
+16
|
|
||
45
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $336K | 0.11% |
2,541
|
|
||
46
Simply Good Foods
SMPL
$2.56B
| $316K | 0.1% |
10,000
|
|
||
47
Invesco QQQ Trust
QQQ
$388B
| $262K | 0.08% |
475
+40
|
|
||
48
PepsiCo
PEP
$209B
| $258K | 0.08% |
1,951
+5
|
|
||
49
AT&T
T
$186B
| $249K | 0.08% |
8,620
+61
|
|
||
50
Applovin
APP
$187B
| $225K | 0.07% |
+643
|
|