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
$159M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.14M
3
+$277K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$239K
5
KR icon
Kroger
KR
+$215K

Top Sells

1
+$1.46M
2
+$958K
3
+$556K
4
NFLX icon
Netflix
NFLX
+$303K
5
MMM icon
3M
MMM
+$214K

Sector Composition

1 Financials 11.15%
2 Technology 11.07%
3 Healthcare 10.59%
4 Consumer Staples 9.2%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$47K 0.03%
+11,000
102
– –
-18,220
103
– –
-1,166
104
– –
-23,475
105
– –
-5,650
1 2 3 4
5