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
$137M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$815K
2 +$260K
3 +$255K
4
BAC icon
Bank of America
BAC
+$249K
5
INTC icon
Intel
INTC
+$175K

Top Sells

1 +$3.87M
2 +$236K
3 +$102K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$83K
5
GD icon
General Dynamics
GD
+$23.8K

Sector Composition

1 Technology 24.06%
2 Healthcare 18.72%
3 Financials 11.88%
4 Communication Services 10.14%
5 Industrials 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,635
52
-46,915