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
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$213K
3
+$212K
4
CINF icon
Cincinnati Financial
CINF
+$207K
5
SNX icon
TD Synnex
SNX
+$202K

Top Sells

1
+$332K
2
+$224K
3
+$220K
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$215K
5
MMM icon
3M
MMM
+$203K

Sector Composition

1 Financials 12.37%
2 Healthcare 11.39%
3 Technology 11.31%
4 Consumer Staples 11.04%
5 Industrials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 1.28%
10,305
-50
27
$2.11M 1.27%
9,905
-142
28
$2.04M 1.23%
38,224
-200
29
$2.02M 1.21%
32,844
30
$2M 1.2%
46,100
-800
31
$1.95M 1.17%
47,449
-301
32
$1.89M 1.13%
5,852
-50
33
$1.87M 1.12%
22,840
-239
34
$1.85M 1.11%
20,970
-20
35
$1.8M 1.08%
31,483
-400
36
$1.75M 1.05%
119,957
+20
37
$1.74M 1.04%
32,928
+100
38
$1.64M 0.98%
10,975
-175
39
$1.61M 0.96%
26,345
-1,515
40
$1.59M 0.96%
14,613
-140
41
$1.59M 0.95%
5
42
$1.53M 0.92%
13,308
43
$1.49M 0.89%
13,413
+100
44
$1.45M 0.87%
28,862
-3,550
45
$1.41M 0.85%
21,500
+25
46
$1.38M 0.83%
8,425
-375
47
$1.37M 0.82%
11,044
-50
48
$1.34M 0.8%
14,120
-100
49
$1.31M 0.79%
22,050
50
$1.29M 0.77%
23,500
-100
1
2
3 4 5