RWM
Rench Wealth Management Portfolio holdings
AUM $290M
AUM
$290M
AUM Growth
-$3.56M (-1%)
Cap. Flow
+$2.51M
Cap. Flow % of AUM
0.87%
Top 10 Holdings %Top 10 Hldgs %
47.79%
Holding
51
New
–
Increased
34
Reduced
13
Closed
2
Top Buys
| 1 | $384K | |
| 2 | $192K | |
| 3 | $177K | |
| 4 | $176K | |
| 5 | $165K |
Top Sells
| 1 | $120K | |
| 2 | $105K | |
| 3 | $96.8K | |
| 4 | $95.7K | |
| 5 | $84.6K |
Sector Composition
| 1 | Technology | 33.19% |
| 2 | Healthcare | 13.79% |
| 3 | Financials | 12.42% |
| 4 | Industrials | 10.76% |
| 5 | Consumer Discretionary | 7.34% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -606 | Closed | – |
