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
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$213K
3
+$212K
4
CINF icon
Cincinnati Financial
CINF
+$207K
5
SNX icon
TD Synnex
SNX
+$202K

Top Sells

1
+$332K
2
+$224K
3
+$220K
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$215K
5
MMM icon
3M
MMM
+$203K

Sector Composition

1 Financials 12.37%
2 Healthcare 11.39%
3 Technology 11.31%
4 Consumer Staples 11.04%
5 Industrials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.75%
55,425
-700
52
$1.24M 0.75%
13,705
-200
53
$1.17M 0.7%
44,390
-8,500
54
$1.16M 0.7%
21,271
-1,750
55
$1.07M 0.64%
+19,650
56
$1.01M 0.61%
20,409
-675
57
$1M 0.6%
20,975
+1,000
58
$903K 0.54%
12,588
-52
59
$881K 0.53%
29,350
-2,250
60
$852K 0.51%
13,375
-500
61
$794K 0.48%
4,695
62
$782K 0.47%
5,738
+51
63
$769K 0.46%
9,020
-650
64
$762K 0.46%
30,120
-1,125
65
$723K 0.43%
9,342
-500
66
$707K 0.42%
13,025
-1,850
67
$600K 0.36%
4,503
68
$599K 0.36%
11,447
-331
69
$496K 0.3%
19,221
-294
70
$493K 0.3%
4,225
71
$474K 0.28%
1,010
72
$467K 0.28%
9,495
+555
73
$431K 0.26%
13,675
+700
74
$425K 0.25%
3,950
75
$410K 0.25%
7,005
-175
1 2
3
4 5