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RWM

Rench Wealth Management Portfolio holdings

AUM $332M
1-Year Est. Return 25.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$817K
2
+$499K
3
+$454K
4
SPGI icon
S&P Global
SPGI
+$425K
5
D icon
Dominion Energy
D
+$319K

Top Sells

1
+$1.27M
2
+$1.06M
3
+$753K
4
VZ icon
Verizon
VZ
+$423K
5
LHX icon
L3Harris
LHX
+$407K

Sector Composition

1 Technology 36.3%
2 Healthcare 12.07%
3 Industrials 10.68%
4 Financials 9.86%
5 Utilities 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
51
Walmart Inc
WMT
$954B
$447K 0.13%
3,593
-12
QQQ icon
52
Invesco QQQ Trust
QQQ
$476B
$349K 0.1%
604
+162
TSLA icon
53
Tesla
TSLA
$1.54T
$322K 0.1%
867
+282
D icon
54
Dominion Energy
D
$57.6B
$320K 0.1%
+5,172
PEP icon
55
PepsiCo
PEP
$192B
$300K 0.09%
1,934
-51
APP icon
56
Applovin
APP
$189B
$256K 0.08%
643
AVGO icon
57
Broadcom
AVGO
$1.88T
$243K 0.07%
784
+3
CAT icon
58
Caterpillar
CAT
$422B
$241K 0.07%
+341
GE icon
59
GE Aerospace
GE
$336B
$232K 0.07%
817
+1
GOOGL icon
60
Alphabet (Google) Class A
GOOGL
$4.43T
$206K 0.06%
+717
SPDW icon
61
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$202K 0.06%
+4,417
SMPL icon
62
Simply Good Foods
SMPL
$1.08B
$144K 0.04%
10,000
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