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
101
$52K 0.04%
2,741
102
– –
-6,400
103
– –
-15,850
104
– –
-17,188
105
– –
-47,510
106
– –
-1,525
107
– –
-4,435
108
– –
-19,535
109
– –
-25,506
1 2 3 4
5