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

Top Buys

1 +$3.15M
2 +$3M
3 +$2.99M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.56M
5
SYY icon
Sysco
SYY
+$2.38M

Top Sells

1 +$3.15M
2 +$2.79M
3 +$2.17M
4
MCHP icon
Microchip Technology
MCHP
+$2.12M
5
GE icon
GE Aerospace
GE
+$1.95M

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