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
$155M
AUM Growth
-$1.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$452K
2 +$327K
3 +$290K
4
MCHP icon
Microchip Technology
MCHP
+$277K
5
BA icon
Boeing
BA
+$264K

Top Sells

1 +$4.23M
2 +$2.33M
3 +$2.28M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$933K
5
AAPL icon
Apple
AAPL
+$933K

Sector Composition

1 Technology 23.06%
2 Healthcare 14.92%
3 Financials 13.3%
4 Communication Services 9.88%
5 Industrials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-17,260
52
-2,430
53
-4,431