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
$156M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$323K
2 +$182K
3 +$152K
4
CVS icon
CVS Health
CVS
+$107K
5
VOD icon
Vodafone
VOD
+$94.1K

Top Sells

1 +$308K
2 +$231K
3 +$210K
4
CSCO icon
Cisco
CSCO
+$192K
5
BA icon
Boeing
BA
+$149K

Sector Composition

1 Technology 24.9%
2 Healthcare 17.53%
3 Financials 12.83%
4 Communication Services 9.4%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$242K 0.16%
1,818
-64
52
$223K 0.14%
1,695
+20
53
$210K 0.13%
4,431
+33
54
-2,374