RWM

Rench Wealth Management Portfolio holdings

AUM $316M
1-Year Est. Return 15.44%
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$1.04M
3 +$349K
4
O icon
Realty Income
O
+$324K
5
GE icon
GE Aerospace
GE
+$206K

Top Sells

1 +$833K
2 +$343K
3 +$315K
4
JNJ icon
Johnson & Johnson
JNJ
+$302K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$298K

Sector Composition

1 Technology 23.67%
2 Healthcare 16.06%
3 Communication Services 12.26%
4 Utilities 9.23%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,309