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
+$380K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$716K
3 +$371K
4
CVS icon
CVS Health
CVS
+$347K
5
ROST icon
Ross Stores
ROST
+$323K

Top Sells

1 +$1.9M
2 +$1.6M
3 +$1.38M
4
NVO icon
Novo Nordisk
NVO
+$1.22M
5
WWAV
The WhiteWave Foods Company
WWAV
+$764K

Sector Composition

1 Consumer Staples 13.19%
2 Financials 11.44%
3 Healthcare 9.36%
4 Technology 8.93%
5 Energy 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-70,000
102
-16,280