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
$150M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.08M
3
+$501K
4
AMZN icon
Amazon
AMZN
+$438K
5
CSX icon
CSX Corp
CSX
+$236K

Top Sells

1
+$886K
2
+$364K
3
+$327K
4
USB icon
US Bancorp
USB
+$252K
5
JPM icon
JPMorgan Chase
JPM
+$241K

Sector Composition

1 Consumer Staples 12.53%
2 Financials 11.88%
3 Healthcare 9.73%
4 Technology 9.48%
5 Industrials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 1.33%
15,369
27
$1.87M 1.25%
9,570
+75
28
$1.86M 1.24%
58,000
+2,300
29
$1.8M 1.2%
25,897
+450
30
$1.75M 1.16%
47,300
-3,600
31
$1.74M 1.16%
74,835
-4,800
32
$1.74M 1.16%
28,683
-467
33
$1.74M 1.16%
7,370
+413
34
$1.64M 1.09%
40,700
+600
35
$1.64M 1.09%
+52,140
36
$1.58M 1.05%
39,300
+225
37
$1.56M 1.04%
64,900
-350
38
$1.54M 1.03%
14,354
39
$1.5M 1%
6
40
$1.5M 1%
30,022
+200
41
$1.48M 0.99%
47,199
+728
42
$1.43M 0.95%
11,825
-150
43
$1.41M 0.94%
43,541
-421
44
$1.37M 0.91%
15,500
-675
45
$1.34M 0.89%
13,713
+375
46
$1.33M 0.89%
15,405
-100
47
$1.32M 0.88%
29,733
+1
48
$1.31M 0.87%
15,992
+425
49
$1.29M 0.86%
26,425
-875
50
$1.24M 0.83%
24,150
+300
1
2
3 4