RWM

Rench Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 24.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$438K
2 +$302K
3 +$280K
4
EIX icon
Edison International
EIX
+$274K
5
DUK icon
Duke Energy
DUK
+$261K

Top Sells

1 +$1.3M
2 +$545K
3 +$519K
4
GLW icon
Corning
GLW
+$467K
5
BMY icon
Bristol-Myers Squibb
BMY
+$406K

Sector Composition

1 Technology 23.58%
2 Healthcare 15.82%
3 Communication Services 12.17%
4 Utilities 10.39%
5 Consumer Staples 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-7,941
52
-2,431