TWM
Torch Wealth Management Portfolio holdings
AUM
$181M
This Quarter Return
+3.3%
1 Year Return
+29.43%
3 Year Return
+48.76%
5 Year Return
+62.86%
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(+0.28%)
Cap. Flow
-$3.25M
Cap. Flow
% of AUM
-2.37%
Top 10 Holdings %
Top 10 Hldgs %
35.88%
Holding
102
New
6
Increased
31
Reduced
29
Closed
6
Top Buys
| 1 |
LNCE
Snyders-Lance, Inc.
LNCE
|
$1.35M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
$716K |
| 3 |
Dell
DELL
|
$371K |
| 4 |
CVS Health
CVS
|
$347K |
| 5 |
Ross Stores
ROST
|
$323K |
Top Sells
| 1 |
EMC
EMC CORPORATION
EMC
|
$1.9M |
| 2 |
Wells Fargo
WFC
|
$1.6M |
| 3 |
ProShares VIX Short-Term Futures ETF
VIXY
|
$1.38M |
| 4 |
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% |