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
+$497K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$229K
2 +$114K
3 +$70.8K
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$58.2K
5
OHI icon
Omega Healthcare
OHI
+$57.6K

Top Sells

1 +$404K
2 +$59.3K
3 +$31.3K
4
MCHP icon
Microchip Technology
MCHP
+$30.9K
5
GE icon
GE Aerospace
GE
+$21.4K

Sector Composition

1 Technology 21.21%
2 Healthcare 15.9%
3 Communication Services 11.49%
4 Real Estate 10.19%
5 Industrials 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$229K 0.17%
1,554
+14
52
$206K 0.15%
7,600