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
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$213K
3
+$212K
4
CINF icon
Cincinnati Financial
CINF
+$207K
5
SNX icon
TD Synnex
SNX
+$202K

Top Sells

1
+$332K
2
+$224K
3
+$220K
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$215K
5
MMM icon
3M
MMM
+$203K

Sector Composition

1 Financials 12.37%
2 Healthcare 11.39%
3 Technology 11.31%
4 Consumer Staples 11.04%
5 Industrials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$385K 0.23%
9,042
+79
77
$382K 0.23%
6,700
78
$377K 0.23%
6,883
+2
79
$376K 0.23%
11,776
-1,300
80
$366K 0.22%
1,004
+2
81
$366K 0.22%
1,758
-100
82
$358K 0.21%
4,917
+2
83
$350K 0.21%
1,900
84
$350K 0.21%
6,034
85
$335K 0.2%
16,100
-2,700
86
$330K 0.2%
1,892
-95
87
$319K 0.19%
7,108
-8
88
$308K 0.18%
5,839
89
$299K 0.18%
9,130
90
$296K 0.18%
2,950
91
$295K 0.18%
3,355
+22
92
$277K 0.17%
3,525
93
$274K 0.16%
3,549
-149
94
$260K 0.16%
1,065
-60
95
$257K 0.15%
4,759
96
$234K 0.14%
1,885
-200
97
$223K 0.13%
8,071
-593
98
$218K 0.13%
5,000
99
$213K 0.13%
+2,439
100
$212K 0.13%
720
1 2 3
4
5