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
$157M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$568K
2
+$463K
3
+$169K
4
INTC icon
Intel
INTC
+$147K
5
AEP icon
American Electric Power
AEP
+$112K

Top Sells

1
+$661K
2
+$271K
3
+$128K
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$109K
5
MCHP icon
Microchip Technology
MCHP
+$104K

Sector Composition

1 Technology 31.61%
2 Healthcare 21.1%
3 Financials 10.74%
4 Consumer Staples 8.41%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 1.7%
16,130
-98
27
$2.36M 1.5%
36,915
+546
28
$2.3M 1.46%
76,785
+1,631
29
$1.72M 1.1%
23,933
+108
30
$1.44M 0.91%
41,849
+847
31
$720K 0.46%
39,045
+2,394
32
$503K 0.32%
15,170
+3,380
33
$493K 0.31%
2,465
-638
34
$264K 0.17%
1,903
+15
35
$260K 0.17%
27,482
+256
36
$210K 0.13%
1,804
+24
37
$114K 0.07%
45,045
1
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