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

Top Buys

1 +$216K
2 +$110K
3 +$73.9K
4
OHI icon
Omega Healthcare
OHI
+$57.7K
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$57.4K

Top Sells

1 +$405K
2 +$60.9K
3 +$31.5K
4
MSFT icon
Microsoft
MSFT
+$31.2K
5
GE icon
GE Aerospace
GE
+$22.6K

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