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
$167M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$211K
2 +$205K
3 +$205K
4
JD icon
JD.com
JD
+$202K
5
NVDA icon
NVIDIA
NVDA
+$201K

Sector Composition

1 Technology 12.02%
2 Financials 11.42%
3 Healthcare 10.99%
4 Consumer Staples 8.95%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$205K 0.12%
+5,000
102
$205K 0.12%
+1,166
103
$48K 0.03%
250
104
$47K 0.03%
11,000