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
$164M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.13M
3
+$1.02M
4
MNST icon
Monster Beverage
MNST
+$524K
5
GE icon
GE Aerospace
GE
+$392K

Top Sells

1
+$1.33M
2
+$494K
3
+$362K
4
PG icon
Procter & Gamble
PG
+$290K
5
WBA
Walgreens Boots Alliance
WBA
+$243K

Sector Composition

1 Consumer Staples 12.66%
2 Financials 11.01%
3 Technology 10.26%
4 Healthcare 9.73%
5 Energy 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$229K 0.14%
4,680
102
$226K 0.14%
6,700
-550
103
$218K 0.13%
+7,812
104
$48K 0.03%
11,000
-1,000
105
– –
-22,875
106
– –
-3,150
1 2 3 4
5