TWM
Torch Wealth Management Portfolio holdings
AUM
$181M
1-Year Est. Return
29.43%
1 Year Est. Return
+29.43%
AUM
$169M
AUM Growth
+$2.15M
(+1.3%)
Holding
109
Top Buys
| 1 | +$887K | |
| 2 | +$346K | |
| 3 | +$213K | |
| 4 |
Generac Holdings
GNRC
|
+$212K |
| 5 |
Procter & Gamble
PG
|
+$199K |
Top Sells
| 1 | +$881K | |
| 2 | +$326K | |
| 3 | +$290K | |
| 4 |
Visa
V
|
+$224K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$208K |
Sector Composition
| 1 | Financials | 12.21% |
| 2 | Consumer Staples | 12.03% |
| 3 | Technology | 11.17% |
| 4 | Healthcare | 10.99% |
| 5 | Industrials | 6.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Financial Select Sector SPDR Fund
XLF
$53.7B
| $226K | 0.13% |
8,077
+6
|
|
||
102
Cintas
CTAS
$75.6B
| $213K | 0.13% |
+3,180
|
|
||
|
103
Generac Holdings
GNRC
$11.2B
| $212K | 0.13% |
+2,700
|
|
||
104
iShares Expanded Tech-Software Sector ETF
IGV
$10.1B
| $212K | 0.13% |
5,000
|
|
||
105
NVIDIA
NVDA
$4.46T
| $202K | 0.12% |
46,400
-4,000
|
|
||
106
B&G Foods
BGS
$372M
| $201K | 0.12% |
10,650
-5,450
|
|
||
|
MMAT
107
DELISTED
Meta Materials Inc. Common Stock
MMAT
| $59K | 0.03% |
250
|
|
||
108
Invesco Senior Income Trust
VVR
$499M
| $46K | 0.03% |
11,000
|
|
||
109
Shopify
SHOP
$205B
| – | – |
-29,350
|
|