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
$130M
AUM Growth
-$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.97M
3
+$1.63M
4
HRB icon
H&R Block
HRB
+$1.6M
5
TRN icon
Trinity Industries
TRN
+$819K

Top Sells

1
+$3.59M
2
+$2.71M
3
+$2.29M
4
GLD icon
SPDR Gold Trust
GLD
+$2.06M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.97M

Sector Composition

1 Technology 15.58%
2 Financials 11.39%
3 Consumer Staples 10.13%
4 Industrials 9.42%
5 Energy 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$804K 0.62%
9,670
52
$747K 0.57%
8,944
+29
53
$743K 0.57%
15,150
+2,600
54
$726K 0.56%
13,244
+504
55
$659K 0.51%
11,180
+100
56
$610K 0.47%
+13,055
57
$581K 0.45%
2,827
-75
58
$571K 0.44%
5,458
+561
59
$516K 0.4%
11,105
+1
60
$492K 0.38%
17,640
-200
61
$470K 0.36%
25,500
-5,200
62
$458K 0.35%
22,880
+884
63
$451K 0.35%
1,260
64
$432K 0.33%
15,850
+250
65
$431K 0.33%
14,100
+400
66
$419K 0.32%
5,150
+300
67
$399K 0.31%
6,575
+100
68
$372K 0.29%
16,375
+735
69
$368K 0.28%
2,450
70
$362K 0.28%
6,395
+750
71
$352K 0.27%
17,260
+981
72
$344K 0.26%
5,000
73
$304K 0.23%
4,200
+119
74
$303K 0.23%
1,900
75
$303K 0.23%
4,609
-54,562
1 2
3
4 5