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
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.17M
3
+$1.12M
4
NVO icon
Novo Nordisk
NVO
+$930K
5
UPS icon
United Parcel Service
UPS
+$855K

Top Sells

1
+$2.12M
2
+$872K
3
+$850K
4
MTW icon
Manitowoc
MTW
+$426K
5
TRN icon
Trinity Industries
TRN
+$327K

Sector Composition

1 Financials 13.26%
2 Technology 11.22%
3 Consumer Staples 9.91%
4 Industrials 7.31%
5 Energy 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,020
102
– –
-13,636
103
– –
-23,984
104
– –
-14,837
105
– –
-10,050
1 2 3 4
5