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
$316M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$536K
2
+$356K
3
+$349K
4
DHI icon
D.R. Horton
DHI
+$307K
5
ELV icon
Elevance Health
ELV
+$269K

Top Sells

1
+$858K
2
+$371K
3
+$124K
4
MSFT icon
Microsoft
MSFT
+$118K
5
ETR icon
Entergy
ETR
+$19.2K

Sector Composition

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
51
$221K 0.07%
+803
52
$210K 0.07%
+814
1 2
3