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
$290M
AUM Growth
-$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$405K
2 +$221K
3 +$193K
4
MSFT icon
Microsoft
MSFT
+$192K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$161K

Top Sells

1 +$416K
2 +$245K
3 +$141K
4
PAYX icon
Paychex
PAYX
+$100K
5
JPM icon
JPMorgan Chase
JPM
+$99.4K

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
-606