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

Top Buys

1 +$4.88M
2 +$4.87M
3 +$4.82M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.82M
5
INTU icon
Intuit
INTU
+$4.53M

Top Sells

1 +$6.38M
2 +$5.48M
3 +$5.19M
4
T icon
AT&T
T
+$4.34M
5
MDT icon
Medtronic
MDT
+$4.08M

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