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
$178M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$403K
2
+$393K
3
+$346K
4
MRK icon
Merck
MRK
+$317K
5
ETR icon
Entergy
ETR
+$293K

Top Sells

1
+$440K
2
+$97.1K

Sector Composition

1 Technology 31.76%
2 Healthcare 20.71%
3 Financials 12.03%
4 Communication Services 7.53%
5 Consumer Staples 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 1.68%
51,065
+2,196
27
$2.95M 1.66%
81,127
+4,342
28
$2.71M 1.53%
39,217
+2,302
29
$2.06M 1.16%
24,392
+459
30
$1.8M 1.01%
43,581
+1,732
31
$903K 0.51%
19,110
+3,940
32
$844K 0.48%
39,483
+438
33
$535K 0.3%
2,471
+6
34
$443K 0.25%
28,024
+542
35
$284K 0.16%
1,917
+14
36
$232K 0.13%
+12,380
37
$220K 0.12%
1,827
+23
38
$209K 0.12%
+2,421
39
$174K 0.1%
45,045
40
$65K 0.04%
+10,578
1
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