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
$135M
AUM Growth
+$8.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$713K
2 +$406K
3 +$385K
4
VOD icon
Vodafone
VOD
+$333K
5
C icon
Citigroup
C
+$304K

Top Sells

1 +$232K
2 +$141K
3 +$140K
4
MSFT icon
Microsoft
MSFT
+$139K
5
XOM icon
Exxon Mobil
XOM
+$128K

Sector Composition

1 Technology 21.3%
2 Healthcare 15.06%
3 Communication Services 12.01%
4 Real Estate 10.23%
5 Consumer Staples 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$210K 0.16%
7,600
52
$206K 0.15%
+8,408