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
$154M
AUM Growth
-$9.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$365K
3
+$214K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$129K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$108K

Top Sells

1
+$2M
2
+$1.02M
3
+$999K
4
PG icon
Procter & Gamble
PG
+$968K
5
AN icon
AutoNation
AN
+$884K

Sector Composition

1 Technology 11.13%
2 Financials 10.97%
3 Healthcare 10.4%
4 Consumer Staples 9.58%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 1.35%
45,600
27
$1.94M 1.26%
7,388
+300
28
$1.88M 1.22%
128,437
-1,907
29
$1.86M 1.2%
62,625
+1,575
30
$1.79M 1.16%
6
31
$1.77M 1.15%
22,379
+139
32
$1.7M 1.1%
28,285
-1,249
33
$1.69M 1.09%
30,484
+74
34
$1.64M 1.06%
4,687
+75
35
$1.62M 1.05%
27,347
-800
36
$1.6M 1.04%
20,708
+4,714
37
$1.57M 1.02%
11,275
-300
38
$1.54M 1%
14,428
+700
39
$1.51M 0.98%
44,955
-63
40
$1.48M 0.96%
30,982
+602
41
$1.47M 0.95%
63,575
-4,300
42
$1.46M 0.94%
+18,220
43
$1.42M 0.92%
23,385
+745
44
$1.41M 0.92%
14,755
-800
45
$1.33M 0.86%
25,567
-781
46
$1.27M 0.82%
11,129
-650
47
$1.26M 0.82%
12,570
48
$1.25M 0.81%
30,680
+1,200
49
$1.24M 0.8%
17,800
+1,180
50
$1.22M 0.79%
24,050
1
2
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