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
$164M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.13M
3
+$1.02M
4
MNST icon
Monster Beverage
MNST
+$524K
5
GE icon
GE Aerospace
GE
+$392K

Top Sells

1
+$1.33M
2
+$494K
3
+$362K
4
PG icon
Procter & Gamble
PG
+$290K
5
WBA
Walgreens Boots Alliance
WBA
+$243K

Sector Composition

1 Consumer Staples 12.66%
2 Financials 11.01%
3 Technology 10.26%
4 Healthcare 9.73%
5 Energy 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 1.22%
45,600
-600
27
$2M 1.22%
40,025
-350
28
$1.99M 1.22%
30,410
-200
29
$1.94M 1.18%
130,344
-3,618
30
$1.9M 1.16%
50,640
-1,500
31
$1.89M 1.16%
7,088
+100
32
$1.79M 1.09%
6
33
$1.78M 1.09%
22,240
+61
34
$1.69M 1.03%
29,534
35
$1.61M 0.98%
30,380
+4,818
36
$1.57M 0.96%
11,575
37
$1.56M 0.96%
67,875
-5,950
38
$1.55M 0.95%
15,555
+400
39
$1.55M 0.95%
45,018
+2,108
40
$1.54M 0.94%
28,147
-1,600
41
$1.48M 0.9%
11,779
+125
42
$1.47M 0.9%
13,728
+105
43
$1.45M 0.89%
17,361
+4,687
44
$1.43M 0.87%
12,570
-11,705
45
$1.42M 0.86%
26,348
-1,768
46
$1.42M 0.86%
4,612
+47
47
$1.36M 0.83%
+22,640
48
$1.34M 0.82%
15,994
+76
49
$1.27M 0.77%
24,050
50
$1.2M 0.73%
13,050
-1,550
1
2
3 4 5