RWM
Rench Wealth Management Portfolio holdings
AUM
$349M
1-Year Est. Return
24.25%
This Fund
S&P 500
1 Year Est. Return
+24.25%
AUM
$349M
AUM Growth
+$7.96M
(+2.3%)
Holding
57
Top Buys
| 1 | +$1.12M | |
| 2 | +$933K | |
| 3 | +$894K | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$657K |
| 5 |
D.R. Horton
DHI
|
+$358K |
Top Sells
| 1 | +$4.05M | |
| 2 | +$1.04M | |
| 3 | +$972K | |
| 4 |
Microsoft
MSFT
|
+$758K |
| 5 |
JPMorgan Chase
JPM
|
+$588K |
Sector Composition
| 1 | Technology | 36.89% |
| 2 | Healthcare | 12.45% |
| 3 | Financials | 10.65% |
| 4 | Industrials | 9.67% |
| 5 | Consumer Discretionary | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Invesco QQQ Trust
QQQ
$393B
| $271K | 0.08% |
442
-6
|
|
||
52
Broadcom
AVGO
$1.64T
| $270K | 0.08% |
781
-23
|
|
||
53
Tesla
TSLA
$1.5T
| $263K | 0.08% |
585
-8
|
|
||
54
GE Aerospace
GE
$338B
| $251K | 0.07% |
816
+1
|
|
||
55
AT&T
T
$193B
| $217K | 0.06% |
8,750
+70
|
|
||
56
Simply Good Foods
SMPL
$1.48B
| $201K | 0.06% |
10,000
|
|
||
57
Prosperity Bancshares
PB
$6.97B
| – | – |
-3,285
|
|