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
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.17M
3
+$1.12M
4
NVO icon
Novo Nordisk
NVO
+$930K
5
UPS icon
United Parcel Service
UPS
+$855K

Top Sells

1
+$2.12M
2
+$872K
3
+$850K
4
MTW icon
Manitowoc
MTW
+$426K
5
TRN icon
Trinity Industries
TRN
+$327K

Sector Composition

1 Financials 13.26%
2 Technology 11.22%
3 Consumer Staples 9.91%
4 Industrials 7.31%
5 Energy 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.81%
48,800
-13,600
52
$978K 0.75%
13,594
+80
53
$930K 0.72%
+34,300
54
$892K 0.69%
14,567
-93
55
$805K 0.62%
18,600
+100
56
$751K 0.58%
3,917
+140
57
$707K 0.54%
7,475
58
$700K 0.54%
46,198
-5,850
59
$636K 0.49%
16,945
-25
60
$532K 0.41%
19,736
-240
61
$492K 0.38%
11,109
+1
62
$490K 0.38%
47,500
+16,000
63
$482K 0.37%
4,400
64
$443K 0.34%
8,150
65
$443K 0.34%
3,820
66
$438K 0.34%
10,905
67
$412K 0.32%
5,000
68
$399K 0.31%
17,350
-10,575
69
$399K 0.31%
24,446
-20,037
70
$396K 0.3%
1,330
-25
71
$391K 0.3%
4,925
72
$384K 0.3%
9,339
-2,000
73
$381K 0.29%
3,563
74
$376K 0.29%
16,279
75
$353K 0.27%
6,385
-4,790
1 2
3
4 5