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
$152M
AUM Growth
+$7.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.41M
3
+$1.26M
4
AN icon
AutoNation
AN
+$820K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$432K

Top Sells

1
+$1.08M
2
+$592K
3
+$416K
4
PG icon
Procter & Gamble
PG
+$301K
5
SCG
Scana
SCG
+$221K

Sector Composition

1 Consumer Staples 12.46%
2 Financials 10.88%
3 Healthcare 10.24%
4 Technology 9.98%
5 Energy 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 1.36%
46,200
-1,100
27
$2.07M 1.36%
14,545
-145
28
$2.01M 1.32%
133,962
-1,433
29
$1.9M 1.25%
52,140
30
$1.76M 1.15%
6,988
-252
31
$1.72M 1.13%
28,116
-309
32
$1.71M 1.12%
+73,825
33
$1.65M 1.08%
6
34
$1.62M 1.06%
22,179
+17,304
35
$1.59M 1.04%
61,050
-150
36
$1.58M 1.03%
29,534
-199
37
$1.54M 1.01%
40,375
-325
38
$1.51M 0.99%
13,623
-30
39
$1.49M 0.98%
29,747
-75
40
$1.47M 0.96%
12,674
-9,353
41
$1.45M 0.95%
42,910
+105
42
$1.42M 0.93%
11,575
43
$1.41M 0.93%
47,729
+265
44
$1.37M 0.9%
11,654
+25
45
$1.34M 0.88%
15,918
+76
46
$1.31M 0.86%
4,565
+10
47
$1.28M 0.84%
15,155
-250
48
$1.28M 0.84%
24,050
-100
49
$1.26M 0.83%
25,562
-75
50
$1.21M 0.79%
14,600
-350
1
2
3 4