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RWM

Rench Wealth Management Portfolio holdings

AUM $332M
1-Year Est. Return 25.74%
This Fund
S&P 500
This Quarter Est. Return
+11.15%
1 Year Est. Return
+25.74%
3 Year Est. Return
+86.4%
5 Year Est. Return
+109.63%
10 Year Est. Return
+308%
AUM
$316M
AUM Growth
+$26.4M
Cap. Flow
+$3.48M
Cap. Flow %
1.1%
Top 10 Hldgs %
49.43%
Holding
52
New
3
Increased
39
Reduced
8
Closed
–

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$536K
2
MCHP icon
Microchip Technology
MCHP
+$356K
3
INTU icon
Intuit
INTU
+$349K
4
DHI icon
D.R. Horton
DHI
+$307K
5
ELV icon
Elevance Health
ELV
+$269K

Top Sells

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$858K
2
NVDA icon
NVIDIA
NVDA
+$371K
3
ABT icon
Abbott
ABT
+$124K
4
MSFT icon
Microsoft
MSFT
+$118K
5
ETR icon
Entergy
ETR
+$19.2K

Sector Composition

Rank Sector Weight
1 Technology 37.63%
2 Healthcare 11.92%
3 Financials 11.81%
4 Industrials 10.85%
5 Consumer Discretionary 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
51
Broadcom
AVGO
$1.76T
$221K 0.07%
+803
New +$174K
GE icon
52
GE Aerospace
GE
$364B
$210K 0.07%
+814
New +$179K
1 2
3

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HAC
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JCA
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FLI
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Rench Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Rench Wealth Management held 52 positions worth $316M, up 9.1% from $290M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Rench Wealth Management's Q2 2025 filing shows 3 new, 39 increased and 8 reduced positions. Its largest new stake was Applovin: 643 shares worth $225K. The largest sale was Invesco S&P 500 Equal Weight ETF, an estimated $858K.

By sector, the portfolio is most concentrated in Technology at 38% of assets, up from 33% a quarter earlier, followed by Healthcare and Financials.

  • Rench Wealth Management's largest Q2 2025 buy was Applovin: 643 shares worth $225K.
  • Rench Wealth Management added most to UnitedHealth in Q2 2025, an estimated $536K increase.
  • Rench Wealth Management's biggest Q2 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $858K.
  • Rench Wealth Management's ten largest holdings make up 49% of its $316M portfolio in Q2 2025.
  • Rench Wealth Management opened 3 new positions and closed 0 in Q2 2025.
  • Rench Wealth Management's portfolio value rose 9.1% quarter-over-quarter to $316M.

Based on Rench Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.