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
$167M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$211K
2
+$205K
3
+$205K
4
JD icon
JD.com
JD
+$202K
5
NVDA icon
NVIDIA
NVDA
+$201K

Top Sells

1
+$1.1M
2
+$705K
3
+$323K
4
PG icon
Procter & Gamble
PG
+$321K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$295K

Sector Composition

1 Technology 12.02%
2 Financials 11.42%
3 Healthcare 10.99%
4 Consumer Staples 8.95%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.25%
9,772
+100
27
$2.07M 1.24%
15,478
-90
28
$2.04M 1.22%
27,836
+1
29
$2M 1.2%
63,825
+300
30
$1.98M 1.19%
22,483
-365
31
$1.97M 1.18%
47,131
-459
32
$1.92M 1.15%
6
33
$1.86M 1.11%
32,055
-19,035
34
$1.82M 1.09%
127,174
-82
35
$1.8M 1.08%
45,600
-400
36
$1.79M 1.08%
26,521
+425
37
$1.78M 1.06%
14,568
38
$1.74M 1.04%
10,405
-4,214
39
$1.73M 1.04%
30,840
-400
40
$1.67M 1%
20,845
+76
41
$1.65M 0.99%
30,857
+225
42
$1.64M 0.98%
30,510
+225
43
$1.56M 0.93%
4,912
+50
44
$1.52M 0.91%
13,324
+1
45
$1.46M 0.88%
11,275
-100
46
$1.46M 0.87%
62,825
-400
47
$1.44M 0.86%
23,905
48
$1.4M 0.84%
12,570
49
$1.39M 0.83%
14,605
-100
50
$1.35M 0.81%
11,069
-110
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2
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