TWM

Torch Wealth Management Portfolio holdings

AUM $181M
1-Year Est. Return 29.43%
This Quarter Est. Return
1 Year Est. Return
+29.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.02M
3
+$1.97M
4
PGX icon
Invesco Preferred ETF
PGX
+$1.95M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.29M

Top Sells

1
+$2.22M
2
+$1.65M
3
+$1.56M
4
HRB icon
H&R Block
HRB
+$1.52M
5
EMR icon
Emerson Electric
EMR
+$973K

Sector Composition

1 Technology 14.08%
2 Financials 12.5%
3 Consumer Staples 9.71%
4 Energy 7.44%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.31%
33,626
+679
27
$1.86M 1.29%
70,400
+4,450
28
$1.83M 1.27%
44,215
+150
29
$1.77M 1.23%
18,211
+13,242
30
$1.76M 1.22%
36,180
+2,500
31
$1.73M 1.2%
143,615
+9,475
32
$1.71M 1.19%
18,024
33
$1.69M 1.17%
17,470
+875
34
$1.64M 1.13%
9,595
+150
35
$1.57M 1.09%
28,976
+162
36
$1.57M 1.09%
16,249
-100
37
$1.56M 1.08%
25,464
+1,775
38
$1.53M 1.06%
17,775
+1,225
39
$1.52M 1.05%
67,100
-400
40
$1.49M 1.03%
12,132
+1,497
41
$1.48M 1.03%
62,400
+2,800
42
$1.47M 1.02%
40,250
-1,750
43
$1.45M 1%
20,704
+10,195
44
$1.29M 0.89%
52,500
+4,900
45
$1.27M 0.88%
13,175
+300
46
$1.25M 0.87%
+29,775
47
$1.24M 0.86%
+15,980
48
$1.24M 0.86%
26,547
+1,600
49
$1.23M 0.85%
6
50
$1.1M 0.76%
14,660
+300
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