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

Top Buys

1 +$328K
2 +$219K
3 +$214K
4
IBM icon
IBM
IBM
+$214K
5
PM icon
Philip Morris
PM
+$191K

Top Sells

1 +$268K
2 +$218K
3 +$142K
4
CSCO icon
Cisco
CSCO
+$136K
5
GLW icon
Corning
GLW
+$133K

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