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
$159M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.14M
3
+$277K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$239K
5
KR icon
Kroger
KR
+$215K

Top Sells

1
+$1.46M
2
+$958K
3
+$556K
4
NFLX icon
Netflix
NFLX
+$303K
5
MMM icon
3M
MMM
+$214K

Sector Composition

1 Financials 11.15%
2 Technology 11.07%
3 Healthcare 10.59%
4 Consumer Staples 9.2%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$381K 0.24%
26,100
-1,000
77
$376K 0.24%
3,284
+82
78
$368K 0.23%
6,550
79
$367K 0.23%
1,883
+150
80
$367K 0.23%
6,900
-300
81
$353K 0.22%
3,550
-2,025
82
$351K 0.22%
1,900
83
$337K 0.21%
8,339
-1,000
84
$307K 0.19%
8,715
+87
85
$306K 0.19%
7,516
86
$302K 0.19%
899
+1
87
$299K 0.19%
6,952
-1,999
88
$294K 0.18%
1,200
+100
89
$291K 0.18%
2,108
+162
90
$277K 0.17%
+7,100
91
$260K 0.16%
3,225
-1,500
92
$241K 0.15%
6,700
93
$239K 0.15%
+4,110
94
$238K 0.15%
4,680
95
$235K 0.15%
1,730
-99
96
$235K 0.15%
8,822
-95
97
$226K 0.14%
3,263
+28
98
$219K 0.14%
37,000
99
$215K 0.14%
+7,568
100
$68K 0.04%
+250
1 2 3
4
5