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
$164M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.13M
3
+$1.02M
4
MNST icon
Monster Beverage
MNST
+$524K
5
GE icon
GE Aerospace
GE
+$392K

Top Sells

1
+$1.33M
2
+$494K
3
+$362K
4
PG icon
Procter & Gamble
PG
+$290K
5
WBA
Walgreens Boots Alliance
WBA
+$243K

Sector Composition

1 Consumer Staples 12.66%
2 Financials 11.01%
3 Technology 10.26%
4 Healthcare 9.73%
5 Energy 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.73%
33,975
-3,125
52
$1.17M 0.71%
16,620
+256
53
$1.17M 0.71%
16,150
-50
54
$1.13M 0.69%
+29,480
55
$1.1M 0.67%
24,850
-750
56
$1.09M 0.67%
12,771
+1,351
57
$1.04M 0.64%
35,416
-12,313
58
$1.02M 0.63%
+11,130
59
$1M 0.61%
20,495
-1,150
60
$967K 0.59%
11,450
+175
61
$884K 0.54%
17,225
-50
62
$854K 0.52%
4,838
+583
63
$800K 0.49%
16,250
+150
64
$701K 0.43%
11,980
+1,200
65
$694K 0.42%
9,176
+2,046
66
$685K 0.42%
1,333
+3
67
$684K 0.42%
3,450
68
$668K 0.41%
34,800
-3,000
69
$589K 0.36%
4,395
-480
70
$568K 0.35%
5,650
-575
71
$525K 0.32%
11,375
+75
72
$524K 0.32%
+16,550
73
$508K 0.31%
22,284
-157
74
$499K 0.3%
4,725
+350
75
$487K 0.3%
3,938
1 2
3
4 5