TWM
Torch Wealth Management Portfolio holdings
AUM
$181M
This Quarter Return
+5.16%
1 Year Return
+29.43%
3 Year Return
+48.76%
5 Year Return
+62.86%
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(+5.8%)
Cap. Flow
+$5.68M
Cap. Flow
% of AUM
3.79%
Top 10 Holdings %
Top 10 Hldgs %
35.28%
Holding
99
New
4
Increased
40
Reduced
30
Closed
3
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.48M |
| 2 |
Edwards Lifesciences
EW
|
$1.64M |
| 3 |
Northrop Grumman
NOC
|
$1.08M |
| 4 |
PepsiCo
PEP
|
$501K |
| 5 |
Amazon
AMZN
|
$438K |
Top Sells
| 1 |
CVS Health
CVS
|
$886K |
| 2 |
Visa
V
|
$364K |
| 3 |
US Bancorp
USB
|
$252K |
| 4 |
JPMorgan Chase
JPM
|
$241K |
| 5 |
Synaptics
SYNA
|
$214K |
Sector Composition
| 1 | Consumer Staples | 12.53% |
| 2 | Financials | 11.88% |
| 3 | Healthcare | 9.73% |
| 4 | Technology | 9.48% |
| 5 | Industrials | 5.89% |
