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
$137M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.38M
3
+$1.13M
4
ABT icon
Abbott
ABT
+$976K
5
MOS icon
The Mosaic Company
MOS
+$607K

Top Sells

1
+$2.49M
2
+$2.3M
3
+$1.22M
4
MCD icon
McDonald's
MCD
+$298K
5
PG icon
Procter & Gamble
PG
+$273K

Sector Composition

1 Consumer Staples 12.3%
2 Financials 12.25%
3 Healthcare 9.94%
4 Technology 9.12%
5 Energy 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$407K 0.3%
16,279
77
$373K 0.27%
2,953
-450
78
$366K 0.27%
4,833
+153
79
$356K 0.26%
9,718
+115
80
$355K 0.26%
2,450
81
$335K 0.24%
9,114
82
$325K 0.24%
5,805
83
$316K 0.23%
9,470
+686
84
$315K 0.23%
4,875
85
$310K 0.23%
5,725
-35
86
$289K 0.21%
1,900
87
$285K 0.21%
4,609
+2
88
$268K 0.2%
8,194
+75
89
$258K 0.19%
10,536
90
$250K 0.18%
3,300
-300
91
$232K 0.17%
8,089
-99
92
$230K 0.17%
3,590
93
$226K 0.17%
6,900
94
$222K 0.16%
3,171
+21
95
$220K 0.16%
+4,840
96
$215K 0.16%
4,000
-1,000
97
– –
-42,650
98
– –
-13,270
99
– –
-5,700
100
– –
-12,000
1 2 3
4
5