RWM
Rench Wealth Management Portfolio holdings
AUM
$316M
1-Year Return
15.44%
This Quarter Return
-0.26%
1 Year Return
+15.44%
3 Year Return
+80.9%
5 Year Return
+134.2%
10 Year Return
+291.61%
AUM
$290M
AUM Growth
-$3.56M
(-1.2%)
Cap. Flow
+$1.85M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
47.79%
Holding
51
New
–
Increased
34
Reduced
13
Closed
2
Top Buys
| 1 |
D.R. Horton
DHI
|
$384K |
| 2 |
Booz Allen Hamilton
BAH
|
$192K |
| 3 |
Microsoft
MSFT
|
$177K |
| 4 |
ASML
ASML
|
$176K |
| 5 |
Republic Services
RSG
|
$165K |
Top Sells
| 1 |
Applovin
APP
|
$416K |
| 2 |
Tesla
TSLA
|
$245K |
| 3 |
NVIDIA
NVDA
|
$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Tesla
TSLA
$1.09T
| – | – |
-606
| Closed | -$245K |
|