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
$167M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$211K
2
+$205K
3
+$205K
4
JD icon
JD.com
JD
+$202K
5
NVDA icon
NVIDIA
NVDA
+$201K

Top Sells

1
+$1.1M
2
+$705K
3
+$323K
4
PG icon
Procter & Gamble
PG
+$321K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$295K

Sector Composition

1 Technology 12.02%
2 Financials 11.42%
3 Healthcare 10.99%
4 Consumer Staples 8.95%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$429K 0.26%
26,100
77
$418K 0.25%
4,050
78
$394K 0.24%
1,900
79
$387K 0.23%
14,825
+7,725
80
$386K 0.23%
16,279
81
$375K 0.22%
3,259
-25
82
$372K 0.22%
1,000
+101
83
$366K 0.22%
6,900
84
$357K 0.21%
3,550
85
$338K 0.2%
6,954
+2
86
$329K 0.2%
2,061
-47
87
$319K 0.19%
5,839
-2,500
88
$319K 0.19%
8,795
+80
89
$319K 0.19%
1,200
90
$315K 0.19%
7,116
-400
91
$282K 0.17%
9,130
-7,350
92
$279K 0.17%
3,425
+200
93
$264K 0.16%
1,731
+1
94
$256K 0.15%
6,675
-25
95
$243K 0.15%
8,827
+5
96
$236K 0.14%
4,080
-30
97
$233K 0.14%
3,286
+23
98
$220K 0.13%
7,569
+1
99
$211K 0.13%
+720
100
$209K 0.13%
4,680
1 2 3
4
5