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
$152M
AUM Growth
+$7.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.41M
3
+$1.26M
4
AN icon
AutoNation
AN
+$820K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$432K

Top Sells

1
+$1.08M
2
+$592K
3
+$416K
4
PG icon
Procter & Gamble
PG
+$301K
5
SCG
Scana
SCG
+$221K

Sector Composition

1 Consumer Staples 12.46%
2 Financials 10.88%
3 Healthcare 10.24%
4 Technology 9.98%
5 Energy 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$421K 0.28%
16,279
77
$410K 0.27%
4,614
+1
78
$406K 0.27%
3,345
79
$398K 0.26%
9,339
80
$377K 0.25%
5,670
-30
81
$372K 0.24%
18,380
-100
82
$363K 0.24%
7,000
-1,350
83
$354K 0.23%
1,900
84
$312K 0.2%
2,501
-39
85
$305K 0.2%
8,462
+71
86
$289K 0.19%
8,056
-11,600
87
$269K 0.18%
7,998
+2
88
$258K 0.17%
7,250
-50
89
$248K 0.16%
13,707
-1,719
90
$243K 0.16%
3,150
91
$231K 0.15%
3,287
+21
92
$217K 0.14%
4,680
93
$207K 0.14%
+1,265
94
$203K 0.13%
10,098
95
$54K 0.04%
+12,000
96
– –
-4,840
97
– –
-467
98
– –
-3,300
1 2 3
4