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
$137M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.38M
3
+$1.13M
4
ABT icon
Abbott
ABT
+$976K
5
MOS icon
The Mosaic Company
MOS
+$607K

Top Sells

1
+$2.49M
2
+$2.3M
3
+$1.22M
4
MCD icon
McDonald's
MCD
+$298K
5
PG icon
Procter & Gamble
PG
+$273K

Sector Composition

1 Consumer Staples 12.3%
2 Financials 12.25%
3 Healthcare 9.94%
4 Technology 9.12%
5 Energy 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.83%
+11,800
52
$1.08M 0.79%
12,618
53
$997K 0.73%
14,607
+40
54
$996K 0.73%
15,690
-150
55
$992K 0.72%
20,070
56
$981K 0.72%
18,700
+100
57
$764K 0.56%
16,280
58
$627K 0.46%
6,475
59
$626K 0.46%
16,445
-247
60
$607K 0.44%
+23,175
61
$591K 0.43%
+12,725
62
$584K 0.43%
11,414
+301
63
$575K 0.42%
19,736
64
$533K 0.39%
+13,325
65
$524K 0.38%
13,475
-4,977
66
$501K 0.37%
4,925
67
$493K 0.36%
9,200
68
$484K 0.35%
4,400
69
$460K 0.34%
5,275
70
$456K 0.33%
+1,330
71
$453K 0.33%
8,150
72
$431K 0.31%
11,400
-1,000
73
$422K 0.31%
9,339
74
$409K 0.3%
44,700
-9,000
75
$407K 0.3%
3,320
1 2
3
4 5