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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.49M
3
+$5.4M
4
AAPL icon
Apple
AAPL
+$4.7M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.54%
2 Consumer Staples 11.14%
3 Financials 9.86%
4 Energy 7.66%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$130K 0.1%
+5,000
102
$125K 0.1%
+5,575
103
$125K 0.1%
+2,250
104
$123K 0.09%
+1,320
105
$121K 0.09%
+4,000
106
$112K 0.09%
+2,272
107
$110K 0.08%
+5,520
108
$102K 0.08%
+5,700
109
$100K 0.08%
+1,100
110
$99K 0.08%
+722
111
$98K 0.07%
+1,500
112
$98K 0.07%
+10,209
113
$97K 0.07%
+3,726
114
$93K 0.07%
+797
115
$92K 0.07%
+5,921
116
$92K 0.07%
+1,000
117
$82K 0.06%
+5,000
118
$79K 0.06%
+1,700
119
$79K 0.06%
+1,500
120
$78K 0.06%
+2,625
121
$75K 0.06%
+1,500
122
$75K 0.06%
+1,000
123
$70K 0.05%
+2,134
124
$69K 0.05%
+1,200
125
$69K 0.05%
+670
3 4
5
6 7