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
$133M
AUM Growth
-$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.73M
3
+$1.57M
4
T icon
AT&T
T
+$1.38M
5
LLY icon
Eli Lilly
LLY
+$1.18M

Top Sells

1
+$3.22M
2
+$2.7M
3
+$2.54M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.12M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.94M

Sector Composition

1 Financials 12.03%
2 Consumer Staples 11.85%
3 Technology 11.03%
4 Healthcare 7.99%
5 Energy 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,840
102
– –
-17,750
103
– –
-26,435
104
– –
-56,550
105
– –
-74,740
106
– –
-24,273
1 2 3 4
5