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
$150M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$218K
2 +$215K
3 +$212K
4
BAC icon
Bank of America
BAC
+$179K
5
JPM icon
JPMorgan Chase
JPM
+$179K

Top Sells

1 +$466K
2 +$412K
3 +$391K
4
LUV icon
Southwest Airlines
LUV
+$228K
5
BA icon
Boeing
BA
+$212K

Sector Composition

1 Technology 25.31%
2 Healthcare 17.93%
3 Financials 14.35%
4 Industrials 9.77%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,934