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
$293M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.72M
2 +$705K
3 +$416K
4
SMPL icon
Simply Good Foods
SMPL
+$390K
5
RSG icon
Republic Services
RSG
+$361K

Top Sells

1 +$919K
2 +$260K
3 +$258K
4
ELV icon
Elevance Health
ELV
+$232K
5
UPS icon
United Parcel Service
UPS
+$224K

Sector Composition

1 Technology 36.36%
2 Healthcare 12.63%
3 Financials 11.01%
4 Industrials 10.6%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$205K 0.07%
+8,992
52
-2,826