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
$164M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.13M
3
+$1.02M
4
MNST icon
Monster Beverage
MNST
+$524K
5
GE icon
GE Aerospace
GE
+$392K

Top Sells

1
+$1.33M
2
+$494K
3
+$362K
4
PG icon
Procter & Gamble
PG
+$290K
5
WBA
Walgreens Boots Alliance
WBA
+$243K

Sector Composition

1 Consumer Staples 12.66%
2 Financials 11.01%
3 Technology 10.26%
4 Healthcare 9.73%
5 Energy 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$485K 0.3%
5,014
+400
77
$470K 0.29%
5,670
78
$468K 0.29%
4,095
+90
79
$442K 0.27%
4,150
-50
80
$419K 0.26%
6,550
-450
81
$404K 0.25%
3,320
-25
82
$393K 0.24%
9,339
83
$393K 0.24%
7,200
-650
84
$393K 0.24%
16,480
-1,900
85
$383K 0.23%
16,279
86
$359K 0.22%
19,563
+5,856
87
$343K 0.21%
8,949
+951
88
$339K 0.21%
2,152
-349
89
$330K 0.2%
1,900
90
$328K 0.2%
1,733
+468
91
$308K 0.19%
8,056
92
$285K 0.17%
+1,941
93
$281K 0.17%
8,537
+75
94
$274K 0.17%
+27,100
95
$265K 0.16%
+1,200
96
$264K 0.16%
+896
97
$260K 0.16%
+6,070
98
$243K 0.15%
3,309
+22
99
$237K 0.14%
8,650
-1,448
100
$229K 0.14%
+1,166
1 2 3
4
5