TWM
Torch Wealth Management Portfolio holdings
AUM
$181M
1-Year Return
29.43%
This Quarter Return
+4.14%
1 Year Return
+29.43%
3 Year Return
+48.76%
5 Year Return
+62.86%
10 Year Return
–
AUM
$147M
AUM Growth
+$9.27M
(+6.7%)
Cap. Flow
+$4.04M
Cap. Flow
% of AUM
2.74%
Top 10 Holdings %
Top 10 Hldgs %
31.71%
Holding
308
New
14
Increased
61
Reduced
29
Closed
51
Top Buys
| 1 |
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
|
$2.75M |
| 2 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
$1.88M |
| 3 |
Capri Holdings
CPRI
|
$1.61M |
| 4 |
Invesco Senior Loan ETF
BKLN
|
$1.04M |
| 5 |
SPLK
Splunk Inc
SPLK
|
$587K |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.86M |
| 2 |
Mondelez International
MDLZ
|
$1.32M |
| 3 |
Trinity Industries
TRN
|
$1.21M |
| 4 |
Alaska Air
ALK
|
$857K |
| 5 |
Sony
SONY
|
$639K |
Sector Composition
| 1 | Technology | 14% |
| 2 | Consumer Staples | 9.55% |
| 3 | Financials | 9.26% |
| 4 | Energy | 7.64% |
| 5 | Industrials | 6.8% |
