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
$137M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.38M
3
+$1.13M
4
ABT icon
Abbott
ABT
+$976K
5
MOS icon
The Mosaic Company
MOS
+$607K

Top Sells

1
+$2.49M
2
+$2.3M
3
+$1.22M
4
MCD icon
McDonald's
MCD
+$298K
5
PG icon
Procter & Gamble
PG
+$273K

Sector Composition

1 Consumer Staples 12.3%
2 Financials 12.25%
3 Healthcare 9.94%
4 Technology 9.12%
5 Energy 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1.35%
15,369
-2,475
27
$1.82M 1.33%
55,900
28
$1.67M 1.22%
65,400
-1,350
29
$1.64M 1.2%
29,400
30
$1.6M 1.17%
33,895
-495
31
$1.6M 1.17%
29,142
+6
32
$1.54M 1.13%
14,565
+200
33
$1.52M 1.11%
46,471
34
$1.48M 1.08%
7,052
-10,995
35
$1.47M 1.08%
12,375
36
$1.47M 1.07%
18,525
-725
37
$1.44M 1.05%
9,495
-425
38
$1.38M 1.01%
+94
39
$1.3M 0.95%
16,540
+175
40
$1.3M 0.95%
6
41
$1.3M 0.95%
38,800
-400
42
$1.3M 0.95%
51,100
+200
43
$1.29M 0.95%
33,325
44
$1.29M 0.94%
19,729
45
$1.25M 0.92%
11,954
+100
46
$1.22M 0.89%
14,217
+70
47
$1.22M 0.89%
45,200
+1,200
48
$1.19M 0.87%
27,189
-2,000
49
$1.17M 0.85%
29,731
+24,826
50
$1.14M 0.84%
24,765
1
2
3 4 5