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
$162M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$2.03M
2 +$1.18M
3 +$932K
4
CAT icon
Caterpillar
CAT
+$771K
5
SKX
Skechers
SKX
+$436K

Top Sells

1 +$208K
2 +$172K
3 +$102K
4
IAU icon
iShares Gold Trust
IAU
+$65.3K
5
BGS icon
B&G Foods
BGS
+$59.8K

Sector Composition

1 Financials 11.72%
2 Healthcare 11.26%
3 Technology 11.16%
4 Consumer Staples 10.69%
5 Industrials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$211K 0.13%
+5,000
102
$205K 0.13%
+720
103
$203K 0.13%
+1,166
104
$82K 0.05%
250
105
$46K 0.03%
11,000
106
-7,569