TWM

Torch Wealth Management Portfolio holdings

AUM $181M
1-Year Est. Return 29.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.44%
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
+$2.01M
2
+$1.14M
3
+$911K
4
CAT icon
Caterpillar
CAT
+$755K
5
SKX
Skechers
SKX
+$388K

Top Sells

1
+$208K
2
+$159K
3
+$90.8K
4
IAU icon
iShares Gold Trust
IAU
+$65.9K
5
BGS icon
B&G Foods
BGS
+$64.1K

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
1 2 3 4
5