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
$142M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$2.23M
3
+$1.06M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$711K
5
META icon
Meta Platforms (Facebook)
META
+$503K

Top Sells

1
+$1.38M
2
+$1.33M
3
+$992K
4
JWN
Nordstrom
JWN
+$648K
5
IEV icon
iShares Europe ETF
IEV
+$449K

Sector Composition

1 Financials 12.76%
2 Consumer Staples 12.3%
3 Healthcare 9.11%
4 Technology 8.78%
5 Energy 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.25%
9,495
27
$1.76M 1.24%
22,175
-325
28
$1.71M 1.21%
39,075
-380
29
$1.69M 1.19%
14,354
+2,500
30
$1.66M 1.17%
55,700
31
$1.64M 1.16%
29,150
+4
32
$1.63M 1.15%
50,900
-600
33
$1.62M 1.14%
25,447
-4,750
34
$1.57M 1.11%
15,040
+200
35
$1.55M 1.1%
6,957
-25
36
$1.54M 1.08%
40,100
37
$1.5M 1.05%
29,822
+2,500
38
$1.49M 1.05%
46,471
39
$1.47M 1.03%
11,975
-200
40
$1.47M 1.03%
6
41
$1.46M 1.03%
27,300
-2,000
42
$1.45M 1.02%
65,250
43
$1.35M 0.96%
43,962
+34,492
44
$1.35M 0.95%
15,505
-150
45
$1.26M 0.89%
16,175
-2,100
46
$1.21M 0.85%
15,567
+1,275
47
$1.18M 0.83%
13,338
-30
48
$1.16M 0.82%
23,850
+5,150
49
$1.14M 0.81%
29,732
+1
50
$1.1M 0.77%
14,582
1
2
3 4 5