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
$138M
AUM Growth
+$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$857K
3
+$777K
4
SEA
Invesco Shipping ETF
SEA
+$671K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$655K

Top Sells

1
+$1.58M
2
+$1.05M
3
+$882K
4
WFC.PRO
WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu
WFC.PRO
+$841K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$578K

Sector Composition

1 Technology 13.96%
2 Consumer Staples 11.11%
3 Financials 9.8%
4 Industrials 8.17%
5 Energy 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$136K 0.1%
4,000
102
$130K 0.09%
2,500
+1,000
103
$129K 0.09%
5,000
104
$125K 0.09%
5,576
+1
105
$123K 0.09%
2,272
106
$123K 0.09%
1,320
107
$119K 0.09%
+100
108
$119K 0.09%
1,020
-150
109
$117K 0.08%
5,700
110
$102K 0.07%
5,921
111
$100K 0.07%
1,100
112
$99K 0.07%
+8,750
113
$99K 0.07%
10,215
+6
114
$97K 0.07%
1,500
115
$93K 0.07%
5,520
116
$93K 0.07%
3,726
117
$92K 0.07%
+18,200
118
$91K 0.07%
723
+1
119
$91K 0.07%
797
120
$89K 0.06%
+290
121
$85K 0.06%
1,000
122
$83K 0.06%
5,300
+2,000
123
$83K 0.06%
5,000
124
$82K 0.06%
1,000
125
$81K 0.06%
+530
3 4
5
6 7