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
51
$961K 0.67%
33,675
+4,375
52
$954K 0.66%
13,514
+73
53
$937K 0.65%
52,048
-400
54
$846K 0.59%
44,483
+2,848
55
$778K 0.54%
11,175
56
$777K 0.54%
3,777
+1,130
57
$767K 0.53%
18,500
+300
58
$748K 0.52%
16,970
+1,620
59
$747K 0.52%
+7,475
60
$745K 0.52%
27,925
+50
61
$612K 0.42%
7,210
-898
62
$597K 0.41%
+11,339
63
$569K 0.39%
19,976
+2,380
64
$533K 0.37%
10,905
+1,900
65
$519K 0.36%
13,055
66
$490K 0.34%
11,108
+2
67
$478K 0.33%
+4,400
68
$469K 0.32%
1,355
+95
69
$459K 0.32%
25,300
70
$444K 0.31%
+8,150
71
$442K 0.31%
+3,820
72
$434K 0.3%
5,000
73
$426K 0.3%
23,984
+1,988
74
$415K 0.29%
16,279
75
$400K 0.28%
+3,563
1 2
3
4 5