TWM
Torch Wealth Management Portfolio holdings
AUM
$181M
This Quarter Return
+8.09%
1 Year Return
+29.43%
3 Year Return
+48.76%
5 Year Return
+62.86%
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(+7.2%)
Cap. Flow
+$92.8K
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
35.95%
Holding
113
New
5
Increased
31
Reduced
55
Closed
2
Top Buys
| 1 |
3M
MMM
|
$1.32M |
| 2 |
Marvell Technology
MRVL
|
$314K |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$224K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$216K |
| 5 |
Kroger
KR
|
$203K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$569K |
| 2 |
EPR Properties
EPR
|
$272K |
| 3 |
B&G Foods
BGS
|
$201K |
| 4 |
Apple
AAPL
|
$198K |
| 5 |
Procter & Gamble
PG
|
$189K |
Sector Composition
| 1 | Technology | 12.4% |
| 2 | Financials | 12% |
| 3 | Healthcare | 11.35% |
| 4 | Consumer Staples | 11.14% |
| 5 | Industrials | 7.37% |
