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
$167M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$211K
2
+$205K
3
+$205K
4
JD icon
JD.com
JD
+$202K
5
NVDA icon
NVIDIA
NVDA
+$201K

Top Sells

1
+$1.1M
2
+$705K
3
+$323K
4
PG icon
Procter & Gamble
PG
+$321K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$295K

Sector Composition

1 Technology 12.02%
2 Financials 11.42%
3 Healthcare 10.99%
4 Consumer Staples 8.95%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.79%
12,250
52
$1.31M 0.79%
19,275
+200
53
$1.25M 0.75%
12,520
-200
54
$1.18M 0.71%
12,762
55
$1.17M 0.7%
15,375
-50
56
$1.16M 0.7%
22,050
57
$971K 0.58%
17,944
-201
58
$917K 0.55%
2,450
-30
59
$905K 0.54%
35,680
60
$862K 0.52%
21,270
-200
61
$834K 0.5%
15,250
-200
62
$764K 0.46%
4,695
+200
63
$738K 0.44%
9,416
-25
64
$712K 0.43%
25,950
-4,925
65
$686K 0.41%
14,500
66
$580K 0.35%
21,294
-196
67
$514K 0.31%
17,650
-600
68
$500K 0.3%
20,256
+1,206
69
$489K 0.29%
5,167
+226
70
$477K 0.29%
4,120
+25
71
$476K 0.29%
1,010
-300
72
$472K 0.28%
6,550
73
$461K 0.28%
65,600
+28,600
74
$460K 0.28%
4,078
-400
75
$431K 0.26%
2,083
+200
1 2
3
4 5