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
$130M
AUM Growth
-$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.97M
3
+$1.63M
4
HRB icon
H&R Block
HRB
+$1.6M
5
TRN icon
Trinity Industries
TRN
+$819K

Top Sells

1
+$3.59M
2
+$2.71M
3
+$2.29M
4
GLD icon
SPDR Gold Trust
GLD
+$2.06M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.97M

Sector Composition

1 Technology 15.58%
2 Financials 11.39%
3 Consumer Staples 10.13%
4 Industrials 9.42%
5 Energy 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-130,178
102
– –
-12,000
103
– –
-16,607
104
– –
-250
105
– –
-2,741
106
– –
-12,750
1 2 3 4
5