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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.49M
3
+$5.4M
4
AAPL icon
Apple
AAPL
+$4.7M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.54%
2 Consumer Staples 11.14%
3 Financials 9.86%
4 Energy 7.66%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$805K 0.61%
+7,568
52
$710K 0.54%
+13,179
53
$667K 0.51%
+192,750
54
$632K 0.48%
+16,650
55
$607K 0.46%
+11,375
56
$606K 0.46%
+4,500
57
$601K 0.46%
+7,481
58
$584K 0.45%
+15,600
59
$578K 0.44%
+12,730
60
$578K 0.44%
+6,950
61
$553K 0.42%
+14,770
62
$514K 0.39%
+10,204
63
$511K 0.39%
+2,767
64
$465K 0.35%
+4,450
65
$457K 0.35%
+21,638
66
$456K 0.35%
+4,980
67
$453K 0.35%
+6,566
68
$430K 0.33%
+17,420
69
$421K 0.32%
+3,550
70
$416K 0.32%
+4,775
71
$404K 0.31%
+12,100
72
$389K 0.3%
+1,230
73
$348K 0.27%
+6,450
74
$343K 0.26%
+16,279
75
$334K 0.25%
+15,425
1 2
3
4 5