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
$133M
AUM Growth
-$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.73M
3
+$1.57M
4
T icon
AT&T
T
+$1.38M
5
LLY icon
Eli Lilly
LLY
+$1.18M

Top Sells

1
+$3.22M
2
+$2.7M
3
+$2.54M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.12M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.94M

Sector Composition

1 Financials 12.03%
2 Consumer Staples 11.85%
3 Technology 11.03%
4 Healthcare 7.99%
5 Energy 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 1.25%
19,250
-500
27
$1.66M 1.25%
34,390
+356
28
$1.65M 1.24%
55,900
+1,200
29
$1.61M 1.21%
9,920
+325
30
$1.59M 1.2%
29,400
+1,000
31
$1.59M 1.19%
66,750
32
$1.57M 1.18%
+22,400
33
$1.47M 1.11%
14,365
+10,800
34
$1.47M 1.11%
29,136
+4
35
$1.44M 1.09%
12,375
36
$1.38M 1.03%
+46,471
37
$1.33M 1%
39,200
-550
38
$1.3M 0.98%
19,729
39
$1.28M 0.96%
6
40
$1.27M 0.96%
36,625
+2,650
41
$1.23M 0.92%
33,325
+100
42
$1.23M 0.92%
50,900
+1,700
43
$1.19M 0.9%
44,000
+1,500
44
$1.18M 0.89%
+16,365
45
$1.18M 0.88%
29,189
+3,700
46
$1.14M 0.86%
24,765
+100
47
$1.14M 0.86%
14,147
+272
48
$1.13M 0.85%
11,854
+150
49
$1.1M 0.83%
15,840
-175
50
$1.1M 0.83%
12,618
+75
1
2
3 4 5