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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.49M
3
+$5.4M
4
AAPL icon
Apple
AAPL
+$4.7M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.54%
2 Consumer Staples 11.14%
3 Financials 9.86%
4 Energy 7.66%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$322K 0.25%
+15,610
77
$294K 0.22%
+10,123
78
$292K 0.22%
+4,081
79
$291K 0.22%
+25,800
80
$287K 0.22%
+19,500
81
$282K 0.22%
+3,400
82
$264K 0.2%
+5,100
83
$264K 0.2%
+10,050
84
$259K 0.2%
+4,900
85
$252K 0.19%
+9,034
86
$241K 0.18%
+4,610
87
$238K 0.18%
+2,033
88
$217K 0.17%
+1,900
89
$213K 0.16%
+5,550
90
$177K 0.14%
+2,154
91
$170K 0.13%
+1,364
92
$169K 0.13%
+5,263
93
$169K 0.13%
+3,600
94
$160K 0.12%
+10,752
95
$158K 0.12%
+8,255
96
$151K 0.12%
+1,800
97
$148K 0.11%
+2,400
98
$147K 0.11%
+2,190
99
$143K 0.11%
+1,346
100
$135K 0.1%
+1,170
2 3
4
5 6