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
$147M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.88M
3
+$1.61M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.04M
5
SPLK
Splunk Inc
SPLK
+$587K

Top Sells

1
+$1.86M
2
+$1.32M
3
+$1.21M
4
ALK icon
Alaska Air
ALK
+$857K
5
SONY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K 0.01%
200
227
$13K 0.01%
300
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$13K 0.01%
300
229
$12K 0.01%
130
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268
231
$12K 0.01%
150
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$11K 0.01%
256
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$11K 0.01%
245
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$11K 0.01%
95
235
$11K 0.01%
124
236
$11K 0.01%
306
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$11K 0.01%
272
238
$10K 0.01%
125
239
$10K 0.01%
40
240
$9K 0.01%
125
241
$9K 0.01%
119
242
$9K 0.01%
214
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$8K 0.01%
214
244
$8K 0.01%
300
245
$7K ﹤0.01%
100
-100
246
$7K ﹤0.01%
200
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247
$6K ﹤0.01%
800
248
$5K ﹤0.01%
150
249
$5K ﹤0.01%
150
250
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0
8 9
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