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
$162M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.18M
3
+$932K
4
CAT icon
Caterpillar
CAT
+$771K
5
SKX
Skechers
SKX
+$436K

Top Sells

1
+$208K
2
+$172K
3
+$102K
4
IAU icon
iShares Gold Trust
IAU
+$65.3K
5
BGS icon
B&G Foods
BGS
+$59.8K

Sector Composition

1 Financials 11.72%
2 Healthcare 11.26%
3 Technology 11.16%
4 Consumer Staples 10.69%
5 Industrials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.78%
14,220
+200
52
$1.26M 0.78%
23,021
-260
53
$1.18M 0.73%
+23,600
54
$1.14M 0.7%
13,905
-500
55
$1.07M 0.66%
19,975
+3,200
56
$1.01M 0.63%
21,084
-1,140
57
$932K 0.58%
+12,640
58
$917K 0.57%
13,875
-400
59
$785K 0.49%
4,695
60
$771K 0.48%
+5,687
61
$769K 0.48%
9,670
-542
62
$740K 0.46%
31,245
-1,059
63
$738K 0.46%
9,842
+826
64
$700K 0.43%
14,875
+525
65
$653K 0.4%
31,600
+1,000
66
$586K 0.36%
11,778
-470
67
$549K 0.34%
4,503
+480
68
$487K 0.3%
19,515
+3
69
$476K 0.29%
4,225
-25
70
$459K 0.28%
18,800
-2,450
71
$436K 0.27%
+12,975
72
$432K 0.27%
1,010
73
$420K 0.26%
3,950
-100
74
$418K 0.26%
8,940
+500
75
$398K 0.25%
7,180
+450
1 2
3
4 5