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
$138M
AUM Growth
+$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$857K
3
+$777K
4
SEA
Invesco Shipping ETF
SEA
+$671K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$655K

Top Sells

1
+$1.58M
2
+$1.05M
3
+$882K
4
WFC.PRO
WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu
WFC.PRO
+$841K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$578K

Sector Composition

1 Technology 13.96%
2 Consumer Staples 11.11%
3 Financials 9.8%
4 Industrials 8.17%
5 Energy 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7K 0.01%
+150
277
$6K ﹤0.01%
+350
278
$6K ﹤0.01%
+200
279
– –
0
280
$5K ﹤0.01%
100
281
$5K ﹤0.01%
150
282
$5K ﹤0.01%
150
283
$4K ﹤0.01%
200
284
$4K ﹤0.01%
100
285
$3K ﹤0.01%
66
-1
286
$3K ﹤0.01%
100
287
$3K ﹤0.01%
127
288
$2K ﹤0.01%
+50
289
$2K ﹤0.01%
+33
290
$1K ﹤0.01%
1
291
$1K ﹤0.01%
19
292
$1K ﹤0.01%
12
293
$1K ﹤0.01%
11
294
– –
-1,000
295
– –
-5,000
296
$0 ﹤0.01%
3
297
– –
-333
298
– –
-1,000
299
– –
-730
300
– –
-400
9 10 11
12
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