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
$129M
AUM Growth
-$1.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.55M
3
+$1.55M
4
OIL
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In
OIL
+$1.35M
5
WFC icon
Wells Fargo
WFC
+$1.07M

Top Sells

1
+$2.25M
2
+$2.14M
3
+$1.97M
4
BAX icon
Baxter International
BAX
+$1.85M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.31M

Sector Composition

1 Technology 15.27%
2 Financials 11.77%
3 Consumer Staples 10.38%
4 Industrials 8.15%
5 Energy 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$809K 0.63%
18,200
+200
52
$758K 0.59%
27,875
-2,825
53
$736K 0.57%
10,509
+5,900
54
$730K 0.56%
15,350
+200
55
$662K 0.51%
11,175
-5
56
$649K 0.5%
8,108
-5,949
57
$636K 0.49%
13,055
58
$546K 0.42%
2,647
-180
59
$501K 0.39%
17,596
-44
60
$500K 0.39%
4,969
-489
61
$486K 0.38%
25,300
-200
62
$461K 0.36%
1,260
63
$452K 0.35%
11,106
+1
64
$430K 0.33%
21,996
-884
65
$420K 0.32%
15,850
66
$407K 0.31%
5,000
67
$399K 0.31%
+9,005
68
$379K 0.29%
5,025
-125
69
$372K 0.29%
16,279
-981
70
$357K 0.28%
6,395
71
$354K 0.27%
2,450
72
$341K 0.26%
3,565
+800
73
$335K 0.26%
14,725
-1,650
74
$330K 0.26%
+23,341
75
$330K 0.26%
9,994
1 2
3
4