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
76
$395K 0.27%
4,925
-100
77
$358K 0.25%
9,864
+3,200
78
$351K 0.24%
6,495
+100
79
$340K 0.24%
4,875
+675
80
$333K 0.23%
2,450
81
$333K 0.23%
3,565
82
$318K 0.22%
23,341
83
$318K 0.22%
9,994
84
$312K 0.22%
14,837
+112
85
$309K 0.21%
4,605
+202
86
$300K 0.21%
9,203
+100
87
$296K 0.21%
+31,500
88
$292K 0.2%
1,900
89
$291K 0.2%
+5,850
90
$258K 0.18%
5,253
+201
91
$238K 0.16%
10,050
92
$226K 0.16%
7,895
+60
93
$225K 0.16%
+2,007
94
$222K 0.15%
10,508
95
$219K 0.15%
+7,983
96
$213K 0.15%
+1,020
97
$213K 0.15%
+5,170
98
$211K 0.15%
+18,816
99
$207K 0.14%
+19,029
100
$54K 0.04%
+12,000
1 2 3
4
5