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
$129M
AUM Growth
-$1.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.55M
3
+$1.55M
4
OIL
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In
OIL
+$1.35M
5
WFC icon
Wells Fargo
WFC
+$1.07M

Top Sells

1
+$2.25M
2
+$2.14M
3
+$1.97M
4
BAX icon
Baxter International
BAX
+$1.85M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.31M

Sector Composition

1 Technology 15.27%
2 Financials 11.77%
3 Consumer Staples 10.38%
4 Industrials 8.15%
5 Energy 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$329K 0.25%
+9,103
77
$310K 0.24%
4,200
78
$304K 0.24%
1,900
79
$276K 0.21%
10,050
80
$258K 0.2%
4,403
81
$255K 0.2%
+6,664
82
$248K 0.19%
7,835
+54
83
$234K 0.18%
5,052
84
$234K 0.18%
4,435
-5,235
85
$214K 0.17%
10,508
86
$210K 0.16%
1,525
-598
87
$205K 0.16%
6,400
-7,700
88
$48K 0.04%
+2,741
89
– –
-127,100
90
– –
-46,360
91
– –
-6,575
92
– –
-3,000
93
– –
-1,750
94
– –
-89,355
95
– –
-45,479
96
– –
-9,535
97
– –
-3,600
98
– –
-3,370
1 2 3
4