TWM
Torch Wealth Management Portfolio holdings
AUM
$181M
This Quarter Return
+2.99%
1 Year Return
+29.43%
3 Year Return
+48.76%
5 Year Return
+62.86%
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(+3.2%)
Cap. Flow
+$1.49M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
35.84%
Holding
103
New
7
Increased
28
Reduced
29
Closed
8
Top Buys
| 1 |
Charles Schwab
SCHW
|
$2.3M |
| 2 |
EPR Properties
EPR
|
$2.23M |
| 3 |
Pfizer
PFE
|
$1.06M |
| 4 |
ProShares UltraShort S&P500
SDS
|
$711K |
| 5 |
Meta Platforms (Facebook)
META
|
$503K |
Top Sells
| 1 |
BEAV
B/E Aerospace Inc
BEAV
|
$1.38M |
| 2 |
Bank of New York Mellon
BK
|
$1.33M |
| 3 |
Nucor
NUE
|
$992K |
| 4 |
JWN
Nordstrom
JWN
|
$648K |
| 5 |
iShares Europe ETF
IEV
|
$449K |
Sector Composition
| 1 | Financials | 12.76% |
| 2 | Consumer Staples | 12.3% |
| 3 | Healthcare | 9.11% |
| 4 | Technology | 8.78% |
| 5 | Energy | 6.51% |