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
$154M
AUM Growth
-$9.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$365K
3
+$214K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$129K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$108K

Top Sells

1
+$2M
2
+$1.02M
3
+$999K
4
PG icon
Procter & Gamble
PG
+$968K
5
AN icon
AutoNation
AN
+$884K

Sector Composition

1 Technology 11.13%
2 Financials 10.97%
3 Healthcare 10.4%
4 Consumer Staples 9.58%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.78%
13,173
+402
52
$1.18M 0.76%
18,254
+893
53
$1.12M 0.73%
12,987
-63
54
$1.09M 0.71%
16,175
+25
55
$995K 0.65%
21,195
+700
56
$961K 0.62%
3,255
-225
57
$958K 0.62%
23,475
-1,375
58
$932K 0.6%
34,621
-795
59
$921K 0.6%
11,900
+450
60
$889K 0.58%
12,280
+300
61
$877K 0.57%
15,450
-800
62
$726K 0.47%
30,625
-3,350
63
$710K 0.46%
1,310
-23
64
$709K 0.46%
3,557
+107
65
$698K 0.45%
9,391
+215
66
$678K 0.44%
13,025
+1,650
67
$591K 0.38%
4,395
68
$556K 0.36%
5,575
-75
69
$556K 0.36%
5,650
-20
70
$536K 0.35%
4,263
+325
71
$503K 0.33%
17,600
+1,050
72
$470K 0.3%
4,725
73
$468K 0.3%
4,940
-74
74
$456K 0.3%
22,185
-99
75
$448K 0.29%
4,095
1 2
3
4 5