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
$139M
AUM Growth
-$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$224K
2 +$53.6K
3 +$44.1K
4
GLW icon
Corning
GLW
+$10.7K
5
META icon
Meta Platforms (Facebook)
META
+$3.88K

Top Sells

1 +$4.07M
2 +$1.08M
3 +$314K
4
AAPL icon
Apple
AAPL
+$283K
5
PM icon
Philip Morris
PM
+$235K

Sector Composition

1 Technology 25.09%
2 Healthcare 16.85%
3 Financials 14.14%
4 Communication Services 9.96%
5 Industrials 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-33,871
52
-12,279
53
-2,362
54
-163,306