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TWM

Torch Wealth Management Portfolio holdings

AUM $181M
1-Year Est. Return 29.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.59M
3
+$386K
4
KO icon
Coca-Cola
KO
+$321K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$312K

Top Sells

1
+$2.73M
2
+$247K
3
+$244K
4
ABT icon
Abbott
ABT
+$227K
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$223K

Sector Composition

1 Technology 14.44%
2 Consumer Staples 10.54%
3 Financials 9.48%
4 Industrials 7.49%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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252
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253
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254
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-1,209
255
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-127
256
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-1,000
257
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-453
258
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0
259
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260
– –
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7 8 9 10
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