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
$152M
AUM Growth
+$7.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.41M
3
+$1.26M
4
AN icon
AutoNation
AN
+$820K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$432K

Top Sells

1
+$1.08M
2
+$592K
3
+$416K
4
PG icon
Procter & Gamble
PG
+$301K
5
SCG
Scana
SCG
+$221K

Sector Composition

1 Consumer Staples 12.46%
2 Financials 10.88%
3 Healthcare 10.24%
4 Technology 9.98%
5 Energy 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.78%
37,100
+100
52
$1.12M 0.74%
16,364
+1,614
53
$1.11M 0.73%
16,200
-82
54
$1.02M 0.67%
25,600
-100
55
$996K 0.65%
21,645
56
$964K 0.63%
11,275
-50
57
$851K 0.56%
11,420
+1
58
$820K 0.54%
+17,275
59
$736K 0.48%
16,100
-50
60
$727K 0.48%
4,255
-65
61
$686K 0.45%
37,800
-150
62
$633K 0.42%
3,450
+1,000
63
$632K 0.41%
6,225
-100
64
$595K 0.39%
1,330
65
$565K 0.37%
4,875
66
$518K 0.34%
10,780
+900
67
$506K 0.33%
7,130
68
$494K 0.32%
22,875
-100
69
$486K 0.32%
22,441
-766
70
$486K 0.32%
4,375
-500
71
$479K 0.31%
3,938
+435
72
$450K 0.3%
4,200
73
$432K 0.28%
7,850
74
$432K 0.28%
+4,005
75
$430K 0.28%
11,300
-2,500
1 2
3
4