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
$130M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.17M
3
+$1.12M
4
NVO icon
Novo Nordisk
NVO
+$930K
5
UPS icon
United Parcel Service
UPS
+$855K

Top Sells

1
+$2.12M
2
+$872K
3
+$850K
4
MTW icon
Manitowoc
MTW
+$426K
5
TRN icon
Trinity Industries
TRN
+$327K

Sector Composition

1 Financials 13.26%
2 Technology 11.22%
3 Consumer Staples 9.91%
4 Industrials 7.31%
5 Energy 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.35%
17,844
-180
27
$1.73M 1.33%
35,680
-500
28
$1.72M 1.33%
33,579
-47
29
$1.7M 1.31%
70,200
-200
30
$1.68M 1.29%
51,159
-26,592
31
$1.55M 1.19%
32,364
+6,900
32
$1.45M 1.12%
67,300
+200
33
$1.38M 1.06%
9,595
34
$1.38M 1.06%
40,200
-50
35
$1.37M 1.05%
29,021
+45
36
$1.35M 1.04%
25,050
-15,815
37
$1.3M 1%
53,300
+800
38
$1.24M 0.96%
12,303
+171
39
$1.24M 0.96%
19,479
-1,225
40
$1.24M 0.95%
28,400
+1,853
41
$1.23M 0.95%
12,375
-800
42
$1.22M 0.94%
17,725
-50
43
$1.22M 0.94%
33,475
-200
44
$1.19M 0.92%
16,105
+125
45
$1.19M 0.91%
140,215
-3,400
46
$1.17M 0.9%
+16,338
47
$1.17M 0.9%
6
48
$1.13M 0.87%
14,354
-1,895
49
$1.12M 0.86%
+25,565
50
$1.1M 0.85%
28,225
-1,550
1
2
3 4 5