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
$162M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.18M
3
+$932K
4
CAT icon
Caterpillar
CAT
+$771K
5
SKX
Skechers
SKX
+$436K

Top Sells

1
+$208K
2
+$172K
3
+$102K
4
IAU icon
iShares Gold Trust
IAU
+$65.3K
5
BGS icon
B&G Foods
BGS
+$59.8K

Sector Composition

1 Financials 11.72%
2 Healthcare 11.26%
3 Technology 11.16%
4 Consumer Staples 10.69%
5 Industrials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$396K 0.24%
4,915
+1
77
$387K 0.24%
8,963
+80
78
$383K 0.24%
1,002
79
$372K 0.23%
6,881
-74
80
$369K 0.23%
6,700
81
$361K 0.22%
1,900
82
$357K 0.22%
1,858
-50
83
$357K 0.22%
13,076
-1,000
84
$339K 0.21%
6,034
+400
85
$332K 0.21%
5,813
-737
86
$316K 0.2%
1,987
+6
87
$312K 0.19%
3,525
+100
88
$307K 0.19%
7,116
89
$296K 0.18%
2,950
90
$283K 0.17%
+3,698
91
$279K 0.17%
3,333
+23
92
$278K 0.17%
1,125
-25
93
$264K 0.16%
5,839
94
$248K 0.15%
2,085
95
$238K 0.15%
4,759
-286
96
$235K 0.15%
9,130
97
$226K 0.14%
+50,400
98
$223K 0.14%
8,664
-170
99
$220K 0.14%
+4,580
100
$215K 0.13%
6,675
1 2 3
4
5