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
$162M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.18M
3
+$932K
4
CAT icon
Caterpillar
CAT
+$771K
5
SKX
Skechers
SKX
+$436K

Top Sells

1
+$208K
2
+$172K
3
+$102K
4
IAU icon
iShares Gold Trust
IAU
+$65.3K
5
BGS icon
B&G Foods
BGS
+$59.8K

Sector Composition

1 Financials 11.72%
2 Healthcare 11.26%
3 Technology 11.16%
4 Consumer Staples 10.69%
5 Industrials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.33%
32,412
+495
27
$2.1M 1.29%
32,844
+264
28
$2.03M 1.25%
+38,424
29
$2.02M 1.25%
10,047
+225
30
$1.97M 1.22%
10,355
+100
31
$1.95M 1.2%
46,900
+500
32
$1.92M 1.19%
47,750
-435
33
$1.89M 1.17%
20,990
-508
34
$1.89M 1.17%
31,883
+76
35
$1.87M 1.16%
23,079
-87
36
$1.86M 1.15%
27,860
+925
37
$1.75M 1.08%
32,828
-912
38
$1.74M 1.07%
119,937
-981
39
$1.73M 1.07%
13,313
+113
40
$1.65M 1.02%
14,753
+575
41
$1.6M 0.99%
8,800
-80
42
$1.59M 0.98%
5,902
-50
43
$1.53M 0.95%
11,150
-75
44
$1.51M 0.93%
5
45
$1.42M 0.88%
13,308
+138
46
$1.39M 0.86%
21,475
+100
47
$1.39M 0.86%
52,890
-940
48
$1.37M 0.84%
11,094
+100
49
$1.28M 0.79%
22,050
50
$1.27M 0.79%
56,125
-500
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2
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