We are live on ! Find out more
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
$147M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.89M
3
+$1.67M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.04M
5
SPLK
Splunk Inc
SPLK
+$557K

Top Sells

1
+$1.8M
2
+$1.29M
3
+$1.21M
4
ALK icon
Alaska Air
ALK
+$857K
5
SONY icon
Sony
SONY
+$663K

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
276
– –
-200
277
– –
-2,000
278
– –
-50
279
– –
-500
280
– –
-200
281
– –
-80
282
– –
-46,670
283
– –
-5,550
284
– –
-250
285
– –
-200
286
– –
-175
287
– –
-19
288
– –
-1,500
289
– –
-33
290
– –
-182
291
– –
-530
292
– –
-335
293
– –
-40
294
– –
-200
295
– –
-90
296
– –
-500
297
– –
-400
298
– –
-525
299
$0 ﹤0.01%
12
300
– –
-300
9 10 11
12
13