RWM
Rench Wealth Management Portfolio holdings
AUM
$316M
1-Year Est. Return
15.44%
1 Year Est. Return
+15.44%
AUM
$290M
AUM Growth
-$3.56M
(-1.2%)
Holding
51
Top Buys
| 1 | +$384K | |
| 2 | +$192K | |
| 3 | +$177K | |
| 4 |
ASML
ASML
|
+$176K |
| 5 |
Republic Services
RSG
|
+$165K |
Top Sells
| 1 | +$416K | |
| 2 | +$245K | |
| 3 | +$120K | |
| 4 |
Paychex
PAYX
|
+$105K |
| 5 |
Verizon
VZ
|
+$96.8K |
Sector Composition
| 1 | Technology | 33.19% |
| 2 | Healthcare | 13.79% |
| 3 | Financials | 12.42% |
| 4 | Industrials | 10.76% |
| 5 | Consumer Discretionary | 7.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.44T
| – | – |
-606
|
|