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
$142M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$2.23M
3
+$1.06M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$711K
5
META icon
Meta Platforms (Facebook)
META
+$503K

Top Sells

1
+$1.38M
2
+$1.33M
3
+$992K
4
JWN
Nordstrom
JWN
+$648K
5
IEV icon
iShares Europe ETF
IEV
+$449K

Sector Composition

1 Financials 12.76%
2 Consumer Staples 12.3%
3 Healthcare 9.11%
4 Technology 8.78%
5 Energy 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-26,765
102
– –
-9,808
103
– –
-4,381
1 2 3 4
5