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

Top Buys

1 +$598K
2 +$226K
3 +$226K
4
MO icon
Altria Group
MO
+$217K
5
INTC icon
Intel
INTC
+$175K

Top Sells

1 +$3.87M
2 +$236K
3 +$104K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$78K
5
GD icon
General Dynamics
GD
+$20.9K

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
-46,915
52
-1,635