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
$159M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.14M
3
+$277K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$239K
5
KR icon
Kroger
KR
+$215K

Top Sells

1
+$1.46M
2
+$958K
3
+$556K
4
NFLX icon
Netflix
NFLX
+$303K
5
MMM icon
3M
MMM
+$214K

Sector Composition

1 Financials 11.15%
2 Technology 11.07%
3 Healthcare 10.59%
4 Consumer Staples 9.2%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.8%
19,075
+1,275
52
$1.18M 0.74%
18,145
-109
53
$1.17M 0.74%
15,425
-750
54
$1.15M 0.72%
22,050
-2,000
55
$1.09M 0.68%
12,762
-225
56
$1.08M 0.68%
12,720
+440
57
$1.04M 0.66%
12,250
+350
58
$971K 0.61%
2,480
-775
59
$967K 0.61%
21,470
+275
60
$923K 0.58%
30,875
+250
61
$905K 0.57%
15,450
62
$865K 0.54%
35,680
+1,059
63
$721K 0.45%
14,500
+1,475
64
$676K 0.43%
9,441
+50
65
$654K 0.41%
1,310
66
$637K 0.4%
4,495
+100
67
$531K 0.33%
4,478
+215
68
$523K 0.33%
18,250
+650
69
$510K 0.32%
21,490
-695
70
$471K 0.3%
16,480
71
$458K 0.29%
4,941
+1
72
$451K 0.28%
4,095
73
$422K 0.27%
4,050
74
$405K 0.25%
19,050
+606
75
$398K 0.25%
16,279
1 2
3
4 5