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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.49M
3
+$5.4M
4
AAPL icon
Apple
AAPL
+$4.7M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.54%
2 Consumer Staples 11.14%
3 Financials 9.86%
4 Energy 7.66%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10K 0.01%
+256
227
$10K 0.01%
+245
228
$10K 0.01%
+95
229
$10K 0.01%
+200
230
$10K 0.01%
+306
231
$10K 0.01%
+40
232
$10K 0.01%
+763
233
$10K 0.01%
+300
234
$10K 0.01%
+200
235
$10K 0.01%
+214
236
$9K 0.01%
+333
237
$9K 0.01%
+125
238
$9K 0.01%
+160
239
$8K 0.01%
+119
240
$8K 0.01%
+214
241
$7K 0.01%
+800
242
$6K ﹤0.01%
+150
243
$6K ﹤0.01%
+250
244
$5K ﹤0.01%
+100
245
$5K ﹤0.01%
+200
246
$4K ﹤0.01%
+200
247
$4K ﹤0.01%
+100
248
$4K ﹤0.01%
+88
249
$4K ﹤0.01%
+150
250
$3K ﹤0.01%
+67
7 8 9
10
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