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
26
$1.76M 1.27%
45,471
+2,349
27
$1.75M 1.27%
26,700
+925
28
$1.62M 1.17%
40,460
+3,590
29
$1.6M 1.16%
29,479
+1,995
30
$1.6M 1.16%
17,925
+1,000
31
$1.58M 1.15%
15,928
+201
32
$1.51M 1.09%
28,648
+3,140
33
$1.49M 1.08%
62,200
+3,200
34
$1.45M 1.05%
39,843
+1,400
35
$1.44M 1.04%
54,990
+1,755
36
$1.41M 1.02%
14,430
+1,275
37
$1.29M 0.93%
18,240
+325
38
$1.28M 0.93%
19,110
+103
39
$1.26M 0.91%
36,425
+2,150
40
$1.21M 0.88%
+46,670
41
$1.19M 0.86%
16,899
+500
42
$1.18M 0.86%
8,920
+975
43
$1.16M 0.84%
13,625
+950
44
$1.12M 0.81%
6
45
$1.07M 0.78%
22,535
+1,517
46
$992K 0.72%
41,500
+2,000
47
$857K 0.62%
+18,370
48
$852K 0.62%
28,825
+1,200
49
$815K 0.59%
14,534
+1,355
50
$794K 0.58%
7,450
-118
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2
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