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
$142M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$2.23M
3
+$1.06M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$711K
5
META icon
Meta Platforms (Facebook)
META
+$503K

Top Sells

1
+$1.38M
2
+$1.33M
3
+$992K
4
JWN
Nordstrom
JWN
+$648K
5
IEV icon
iShares Europe ETF
IEV
+$449K

Sector Composition

1 Financials 12.76%
2 Consumer Staples 12.3%
3 Healthcare 9.11%
4 Technology 8.78%
5 Energy 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$968K 0.68%
28,600
-9,600
52
$886K 0.63%
11,225
-4,475
53
$803K 0.57%
10,920
-5,620
54
$738K 0.52%
18,475
+5,450
55
$711K 0.5%
+471
56
$709K 0.5%
11,417
+2
57
$637K 0.45%
6,375
-100
58
$592K 0.42%
19,456
-200
59
$580K 0.41%
8,900
60
$541K 0.38%
43,700
61
$540K 0.38%
14,050
-2,900
62
$536K 0.38%
18,275
-4,900
63
$509K 0.36%
14,748
+5,634
64
$506K 0.36%
1,330
65
$505K 0.36%
4,875
-400
66
$503K 0.35%
+4,370
67
$486K 0.34%
+8,415
68
$479K 0.34%
13,200
+5,000
69
$468K 0.33%
4,400
70
$449K 0.32%
9,339
71
$446K 0.31%
4,875
-50
72
$441K 0.31%
8,150
73
$421K 0.3%
4,536
-299
74
$400K 0.28%
16,279
75
$399K 0.28%
2,450
1 2
3
4 5