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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
1 Year Est. Return
+25.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$503K
2
+$361K
3
+$318K
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$289K
5
SPGI icon
S&P Global
SPGI
+$242K

Top Sells

1
+$1.5M
2
+$336K
3
+$156K
4
JNJ icon
Johnson & Johnson
JNJ
+$63.2K
5
AAPL icon
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
1
$38.4M 11.26%
205,611
-8,580
2
$25.4M 7.45%
48,996
+69
3
$23.6M 6.92%
92,638
-275
4
$15.9M 4.66%
50,317
-16
5
$15.6M 4.58%
50,435
+960
6
$14.2M 4.16%
58,192
+631
7
$11.8M 3.45%
53,620
+461
8
$11.1M 3.24%
82,529
-486
9
$10.4M 3.05%
56,065
-369
10
$9.1M 2.67%
67,937
+457
11
$8.93M 2.62%
29,250
+260
12
$8.56M 2.51%
55,687
+53
13
$8.18M 2.4%
166,721
+1,484
14
$7.22M 2.12%
7,802
+151
15
$7.15M 2.1%
56,444
+1,188
16
$7.05M 2.07%
12,386
+118
17
$6.95M 2.04%
74,625
+46
18
$6.87M 2.02%
33,563
+213
19
$6.84M 2.01%
15,286
+318
20
$6.09M 1.79%
26,547
+626
21
$5.8M 1.7%
90,391
+797
22
$5.78M 1.7%
57,796
+1,986
23
$5.74M 1.68%
76,017
+1,574
24
$5.73M 1.68%
50,786
+260
25
$5.66M 1.66%
8,293
+96
1
2 3