RWM
Rench Wealth Management Portfolio holdings
AUM
$316M
1-Year Est. Return
15.44%
1 Year Est. Return
+15.44%
AUM
$316M
AUM Growth
+$26.4M
(+9.1%)
Holding
52
Top Buys
| 1 | +$456K | |
| 2 | +$438K | |
| 3 | +$406K | |
| 4 |
D.R. Horton
DHI
|
+$321K |
| 5 |
Elevance Health
ELV
|
+$260K |
Top Sells
| 1 | +$904K | |
| 2 | +$465K | |
| 3 | +$135K | |
| 4 |
Abbott
ABT
|
+$128K |
| 5 |
Entergy
ETR
|
+$19.4K |
Sector Composition
| 1 | Technology | 37.63% |
| 2 | Healthcare | 11.92% |
| 3 | Financials | 11.81% |
| 4 | Industrials | 10.85% |
| 5 | Consumer Discretionary | 7.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Broadcom
AVGO
$1.62T
| $221K | 0.07% |
+803
|
|
||
52
GE Aerospace
GE
$325B
| $210K | 0.07% |
+814
|
|