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
$150M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.08M
3
+$501K
4
AMZN icon
Amazon
AMZN
+$438K
5
CSX icon
CSX Corp
CSX
+$236K

Top Sells

1
+$886K
2
+$364K
3
+$327K
4
USB icon
US Bancorp
USB
+$252K
5
JPM icon
JPMorgan Chase
JPM
+$241K

Sector Composition

1 Consumer Staples 12.53%
2 Financials 11.88%
3 Healthcare 9.73%
4 Technology 9.48%
5 Industrials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.72%
+4,545
52
$1.04M 0.7%
14,957
+375
53
$963K 0.64%
11,445
+525
54
$961K 0.64%
25,800
-2,800
55
$804K 0.54%
18,575
+100
56
$752K 0.5%
11,418
+1
57
$682K 0.45%
23,375
+5,100
58
$656K 0.44%
16,150
+2,100
59
$646K 0.43%
19,656
+200
60
$644K 0.43%
6,375
61
$635K 0.42%
4,470
+100
62
$627K 0.42%
2,333
-20
63
$605K 0.4%
4,095
-275
64
$566K 0.38%
9,080
+665
65
$550K 0.37%
4,875
66
$516K 0.34%
4,875
67
$510K 0.34%
1,330
68
$485K 0.32%
8,450
-450
69
$476K 0.32%
13,200
70
$469K 0.31%
4,400
71
$464K 0.31%
7,130
+1,075
72
$452K 0.3%
9,339
73
$438K 0.29%
+9,880
74
$428K 0.29%
7,850
-300
75
$422K 0.28%
23,443
-156
1 2
3
4