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
$129M
AUM Growth
-$1.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.55M
3
+$1.55M
4
OIL
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In
OIL
+$1.35M
5
WFC icon
Wells Fargo
WFC
+$1.07M

Top Sells

1
+$2.25M
2
+$2.14M
3
+$1.97M
4
BAX icon
Baxter International
BAX
+$1.85M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.31M

Sector Composition

1 Technology 15.27%
2 Financials 11.77%
3 Consumer Staples 10.38%
4 Industrials 8.15%
5 Energy 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.36%
18,024
-1,400
27
$1.72M 1.33%
+16,349
28
$1.69M 1.3%
65,950
+700
29
$1.65M 1.27%
19,535
+400
30
$1.61M 1.24%
16,595
-50
31
$1.58M 1.22%
28,814
+1,089
32
$1.56M 1.21%
9,445
-400
33
$1.55M 1.2%
+42,000
34
$1.55M 1.2%
+67,500
35
$1.52M 1.18%
47,510
-25
36
$1.48M 1.14%
23,689
+200
37
$1.46M 1.13%
59,600
-3,800
38
$1.39M 1.08%
12,875
+500
39
$1.38M 1.07%
16,550
+60
40
$1.35M 1.04%
+134,140
41
$1.3M 1.01%
6
42
$1.24M 0.96%
47,600
+1,000
43
$1.22M 0.94%
10,635
+450
44
$1.21M 0.94%
24,947
+1,600
45
$1.11M 0.86%
14,360
-40
46
$1.06M 0.82%
41,635
+1,041
47
$1.03M 0.8%
13,441
+4,497
48
$973K 0.75%
17,188
-2,092
49
$895K 0.69%
52,448
-4,475
50
$862K 0.67%
+29,300
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2
3 4