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

Top Buys

1 +$213K
2 +$210K
3 +$195K
4
BAC icon
Bank of America
BAC
+$185K
5
JPM icon
JPMorgan Chase
JPM
+$180K

Top Sells

1 +$430K
2 +$404K
3 +$391K
4
LUV icon
Southwest Airlines
LUV
+$228K
5
BA icon
Boeing
BA
+$201K

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