RWM
Rench Wealth Management Portfolio holdings
AUM
$349M
1-Year Est. Return
24.25%
This Fund
S&P 500
1 Year Est. Return
+24.25%
AUM
$341M
AUM Growth
+$24.8M
(+7.8%)
Holding
57
Top Buys
| 1 | +$503K | |
| 2 | +$361K | |
| 3 | +$318K | |
| 4 |
Arthur J. Gallagher & Co
AJG
|
+$289K |
| 5 |
S&P Global
SPGI
|
+$242K |
Top Sells
| 1 | +$1.5M | |
| 2 | +$336K | |
| 3 | +$156K | |
| 4 |
Johnson & Johnson
JNJ
|
+$63.2K |
| 5 |
Apple
AAPL
|
+$62.1K |
Sector Composition
| 1 | Technology | 38.46% |
| 2 | Healthcare | 11.46% |
| 3 | Financials | 11.44% |
| 4 | Industrials | 10.71% |
| 5 | Consumer Discretionary | 7.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.51T
| $264K | 0.08% |
+593
|
|
||
52
Simply Good Foods
SMPL
$1.38B
| $248K | 0.07% |
10,000
|
|
||
53
GE Aerospace
GE
$342B
| $245K | 0.07% |
815
+1
|
|
||
54
AT&T
T
$193B
| $245K | 0.07% |
8,680
+60
|
|
||
|
55
S&P Global
SPGI
$130B
| $220K | 0.06% |
+452
|
|
||
56
Prosperity Bancshares
PB
$6.85B
| $218K | 0.06% |
+3,285
|
|
||
57
iShares Russell Mid-Cap Value ETF
IWS
$14.7B
| – | – |
-2,541
|
|