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
$153M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$322K
2 +$230K
3 +$226K
4
BAC icon
Bank of America
BAC
+$214K
5
PM icon
Philip Morris
PM
+$210K

Top Sells

1 +$284K
2 +$228K
3 +$151K
4
MRK icon
Merck
MRK
+$151K
5
GLW icon
Corning
GLW
+$134K

Sector Composition

1 Technology 25.22%
2 Healthcare 17.28%
3 Financials 11.79%
4 Communication Services 9.57%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$230K 0.15%
+12,850
52
$226K 0.15%
+1,675
53
$210K 0.14%
+2,374