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

Top Buys

1
+$222K
2
+$55.5K
3
+$45.2K
4
GLW icon
Corning
GLW
+$10.7K
5
META icon
Meta Platforms (Facebook)
META
+$3.61K

Top Sells

1
+$4.07M
2
+$1.08M
3
+$314K
4
AAPL icon
Apple
AAPL
+$277K
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
1 2
3