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
26
$1.71M 1.31%
+27,754
27
$1.55M 1.19%
+115,661
28
$1.5M 1.14%
+16,925
29
$1.49M 1.14%
+59,350
30
$1.43M 1.09%
+15,727
31
$1.39M 1.06%
+36,870
32
$1.37M 1.05%
+38,443
33
$1.37M 1.04%
+53,235
34
$1.34M 1.03%
+25,508
35
$1.33M 1.02%
+19,007
36
$1.32M 1.01%
+59,000
37
$1.31M 1%
+27,484
38
$1.21M 0.92%
+34,275
39
$1.19M 0.9%
+13,155
40
$1.16M 0.88%
+16,399
41
$1.16M 0.88%
+17,915
42
$1.15M 0.88%
+12,675
43
$1.15M 0.87%
+33,650
44
$1.14M 0.87%
+7,945
45
$1.07M 0.81%
+6
46
$1.03M 0.79%
+21,018
47
$882K 0.67%
+47,050
48
$846K 0.65%
+39,500
49
$841K 0.64%
+41,450
50
$806K 0.62%
+27,625
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2
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