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
$138M
AUM Growth
+$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$857K
3
+$777K
4
SEA
Invesco Shipping ETF
SEA
+$671K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$655K

Top Sells

1
+$1.58M
2
+$1.05M
3
+$882K
4
WFC.PRO
WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu
WFC.PRO
+$841K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$578K

Sector Composition

1 Technology 13.96%
2 Consumer Staples 11.11%
3 Financials 9.8%
4 Industrials 8.17%
5 Energy 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$791K 0.57%
206,750
+14,000
52
$730K 0.53%
20,400
+5,630
53
$717K 0.52%
17,300
+650
54
$671K 0.49%
+30,700
55
$655K 0.47%
+26,400
56
$633K 0.46%
12,733
+3
57
$616K 0.45%
21,638
58
$615K 0.45%
3,287
+520
59
$608K 0.44%
12,025
+650
60
$582K 0.42%
7,481
61
$558K 0.4%
13,601
-1,999
62
$542K 0.39%
10,204
63
$509K 0.37%
5,183
+203
64
$477K 0.35%
4,500
65
$468K 0.34%
6,566
66
$451K 0.33%
4,250
-200
67
$443K 0.32%
3,550
68
$435K 0.32%
17,420
69
$407K 0.29%
12,900
+800
70
$401K 0.29%
7,350
+900
71
$397K 0.29%
4,850
+75
72
$396K 0.29%
1,260
+30
73
$378K 0.27%
15,425
74
$360K 0.26%
26,200
+6,700
75
$357K 0.26%
16,279
1 2
3
4 5