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
$147M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.88M
3
+$1.61M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.04M
5
SPLK
Splunk Inc
SPLK
+$587K

Top Sells

1
+$1.86M
2
+$1.32M
3
+$1.21M
4
ALK icon
Alaska Air
ALK
+$857K
5
SONY icon
Sony
SONY
+$639K

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
26
$1.94M 1.32%
45,878
+407
27
$1.9M 1.29%
129,942
+4,415
28
$1.88M 1.27%
+88,230
29
$1.79M 1.22%
17,925
30
$1.73M 1.18%
15,929
+1
31
$1.73M 1.18%
65,700
+500
32
$1.73M 1.17%
14,630
+200
33
$1.7M 1.15%
68,300
+41,900
34
$1.62M 1.1%
29,326
-153
35
$1.61M 1.09%
41,012
+552
36
$1.61M 1.09%
+18,175
37
$1.52M 1.03%
39,673
-170
38
$1.52M 1.03%
62,200
39
$1.49M 1.01%
28,098
-550
40
$1.48M 1.01%
17,299
+400
41
$1.46M 0.99%
54,990
42
$1.37M 0.93%
18,290
+50
43
$1.35M 0.92%
8,920
44
$1.27M 0.86%
19,114
+4
45
$1.22M 0.83%
12,925
-700
46
$1.14M 0.77%
6
47
$1.11M 0.75%
22,735
+200
48
$1.08M 0.74%
42,300
+800
49
$954K 0.65%
29,625
+800
50
$935K 0.63%
8,230
+3,730
1
2
3 4 5