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
$154M
AUM Growth
-$9.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$365K
3
+$214K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$129K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$108K

Top Sells

1
+$2M
2
+$1.02M
3
+$999K
4
PG icon
Procter & Gamble
PG
+$968K
5
AN icon
AutoNation
AN
+$884K

Sector Composition

1 Technology 11.13%
2 Financials 10.97%
3 Healthcare 10.4%
4 Consumer Staples 9.58%
5 Industrials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-8,650
102
– –
-6,070
103
– –
-4,838
104
– –
-11,130
105
– –
-11,000
106
– –
-40,025
1 2 3 4
5