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
$137M
AUM Growth
+$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.16M
3
+$711K
4
IEV icon
iShares Europe ETF
IEV
+$497K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$414K

Top Sells

1
+$700K
2
+$679K
3
+$667K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$566K
5
OIL
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In
OIL
+$408K

Sector Composition

1 Financials 14.54%
2 Consumer Staples 10.45%
3 Technology 10.26%
4 Industrials 7.24%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-7,675
102
– –
-23,341
103
– –
-2,007
104
– –
-24,446
105
– –
-19,050
1 2 3 4
5