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
$124M
AUM Growth
-$12K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.99M
3
+$2.88M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.56M
5
SYY icon
Sysco
SYY
+$2.49M

Top Sells

1
+$3.15M
2
+$2.89M
3
+$2.19M
4
GE icon
GE Aerospace
GE
+$2.05M
5
MCHP icon
Microchip Technology
MCHP
+$1.98M

Sector Composition

1 Technology 20.77%
2 Healthcare 15.31%
3 Communication Services 11.93%
4 Real Estate 10.92%
5 Consumer Staples 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,456
52
– –
-7,538
53
– –
-3,312
1 2
3