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

Top Buys

1 +$721K
2 +$403K
3 +$360K
4
VOD icon
Vodafone
VOD
+$344K
5
META icon
Meta Platforms (Facebook)
META
+$313K

Top Sells

1 +$243K
2 +$142K
3 +$141K
4
PAYX icon
Paychex
PAYX
+$136K
5
XOM icon
Exxon Mobil
XOM
+$125K

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