TWM
Torch Wealth Management Portfolio holdings
AUM
$181M
1-Year Return
29.43%
This Quarter Return
+1.95%
1 Year Return
+29.43%
3 Year Return
+48.76%
5 Year Return
+62.86%
10 Year Return
–
AUM
$138M
AUM Growth
+$7.02M
(+5.4%)
Cap. Flow
+$5.57M
Cap. Flow
% of AUM
4.03%
Top 10 Holdings %
Top 10 Hldgs %
33.78%
Holding
320
New
58
Increased
81
Reduced
20
Closed
26
Top Buys
| 1 |
Trinity Industries
TRN
|
$1.21M |
| 2 |
Alaska Air
ALK
|
$857K |
| 3 |
Procter & Gamble
PG
|
$777K |
| 4 |
SEA
Invesco Shipping ETF
SEA
|
$671K |
| 5 |
Invesco Senior Loan ETF
BKLN
|
$655K |
Top Sells
Sector Composition
| 1 | Technology | 13.96% |
| 2 | Consumer Staples | 11.11% |
| 3 | Financials | 9.8% |
| 4 | Industrials | 8.17% |
| 5 | Energy | 7.53% |
