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
$138M
AUM Growth
+$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$857K
3
+$777K
4
SEA
Invesco Shipping ETF
SEA
+$671K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$655K

Top Sells

1
+$1.58M
2
+$1.05M
3
+$882K
4
WFC.PRO
WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu
WFC.PRO
+$841K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$578K

Sector Composition

1 Technology 13.96%
2 Consumer Staples 11.11%
3 Financials 9.8%
4 Industrials 8.17%
5 Energy 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$350K 0.25%
15,860
+250
77
$308K 0.22%
10,097
-26
78
$306K 0.22%
5,100
79
$300K 0.22%
4,081
80
$289K 0.21%
3,465
+65
81
$272K 0.2%
23,402
-2,398
82
$269K 0.19%
5,135
+525
83
$267K 0.19%
9,636
+602
84
$256K 0.19%
10,050
85
$244K 0.18%
4,750
-150
86
$241K 0.17%
2,123
+90
87
$234K 0.17%
1,900
88
$214K 0.16%
5,550
89
$202K 0.15%
10,310
+2,055
90
$201K 0.15%
3,000
+600
91
$195K 0.14%
3,054
-24,700
92
$192K 0.14%
2,860
+670
93
$185K 0.13%
3,600
94
$183K 0.13%
1,950
+150
95
$174K 0.13%
5,263
96
$170K 0.12%
2,154
97
$162K 0.12%
1,364
98
$160K 0.12%
10,752
99
$145K 0.11%
1,346
100
$137K 0.1%
2,350
+100
2 3
4
5 6