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
$140M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$348K
3
+$286K
4
NOC icon
Northrop Grumman
NOC
+$255K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$222K

Top Sells

1
+$2.39M
2
+$917K
3
+$862K
4
AAPL icon
Apple
AAPL
+$768K
5
DELL icon
Dell
DELL
+$580K

Sector Composition

1 Healthcare 12.46%
2 Financials 11.9%
3 Consumer Staples 11.34%
4 Technology 10.58%
5 Industrials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-720
102
– –
-14,825
103
– –
-1,166
104
– –
-4,680
105
– –
-2,450
106
– –
-65,600
107
– –
-16,279
1 2 3 4
5