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
$159M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.14M
3
+$277K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$239K
5
KR icon
Kroger
KR
+$215K

Top Sells

1
+$1.46M
2
+$958K
3
+$556K
4
NFLX icon
Netflix
NFLX
+$303K
5
MMM icon
3M
MMM
+$214K

Sector Composition

1 Financials 11.15%
2 Technology 11.07%
3 Healthcare 10.59%
4 Consumer Staples 9.2%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.32%
46,000
+400
27
$1.99M 1.25%
30,722
+238
28
$1.98M 1.24%
15,568
+250
29
$1.9M 1.19%
27,297
-50
30
$1.85M 1.17%
127,256
-1,181
31
$1.81M 1.14%
63,525
+900
32
$1.8M 1.13%
9,672
+6,115
33
$1.8M 1.13%
22,848
+469
34
$1.7M 1.07%
27,835
-450
35
$1.69M 1.06%
6
36
$1.64M 1.03%
20,769
+61
37
$1.64M 1.03%
47,590
+2,635
38
$1.6M 1.01%
14,568
+140
39
$1.54M 0.97%
30,632
-350
40
$1.51M 0.95%
26,096
+529
41
$1.5M 0.95%
+30,285
42
$1.5M 0.94%
4,862
+175
43
$1.49M 0.94%
31,240
+560
44
$1.45M 0.91%
63,225
-350
45
$1.41M 0.89%
11,179
+50
46
$1.39M 0.88%
12,570
47
$1.39M 0.88%
11,375
+100
48
$1.38M 0.87%
23,905
+520
49
$1.35M 0.85%
14,705
-50
50
$1.31M 0.83%
13,323
+150
1
2
3 4 5