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
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.38M
3
+$1.13M
4
ABT icon
Abbott
ABT
+$976K
5
MOS icon
The Mosaic Company
MOS
+$607K

Top Sells

1
+$2.49M
2
+$2.3M
3
+$1.22M
4
MCD icon
McDonald's
MCD
+$298K
5
PG icon
Procter & Gamble
PG
+$273K

Sector Composition

1 Consumer Staples 12.3%
2 Financials 12.25%
3 Healthcare 9.94%
4 Technology 9.12%
5 Energy 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-17,325
102
– –
-7,333
103
– –
-3,381
1 2 3 4
5