RWM

Rench Wealth Management Portfolio holdings

AUM $316M
1-Year Est. Return 15.44%
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1 +$6.48M
2 +$6.23M
3 +$4.87M
4
VOD icon
Vodafone
VOD
+$4.82M
5
PG icon
Procter & Gamble
PG
+$4.82M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.8%
2 Communication Services 19.83%
3 Healthcare 17.85%
4 Consumer Staples 11.91%
5 Utilities 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.83M 1.77%
+34,601
27
$1.47M 1.43%
+27,343
28
$1.36M 1.32%
+18,893
29
$653K 0.63%
+4,859
30
$592K 0.57%
+7,136
31
$531K 0.51%
+7,445
32
$430K 0.42%
+3,665
33
$412K 0.4%
+14,189
34
$407K 0.39%
+4,628
35
$401K 0.39%
+18,733
36
$327K 0.32%
+14,564
37
$326K 0.32%
+7,901
38
$270K 0.26%
+7,056
39
$259K 0.25%
+1,446
40
$253K 0.24%
+6,356
41
$242K 0.23%
+4,143
42
$203K 0.2%
+2,325
43
$117K 0.11%
+14,682