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
$261M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$4.58M
3
+$4.56M
4
FAST icon
Fastenal
FAST
+$4.46M
5
INTU icon
Intuit
INTU
+$4.45M

Top Sells

1
+$6.38M
2
+$5.48M
3
+$5.19M
4
T icon
AT&T
T
+$4.34M
5
INTC icon
Intel
INTC
+$4.11M

Sector Composition

1 Technology 36.83%
2 Healthcare 14.59%
3 Industrials 11.76%
4 Financials 10.28%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-42,748
52
– –
-49,508
53
– –
-69,134
54
– –
-80,035
55
– –
-88,034
56
– –
-258,362
57
– –
-45,471
1 2
3