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
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$213K
3
+$212K
4
CINF icon
Cincinnati Financial
CINF
+$207K
5
SNX icon
TD Synnex
SNX
+$202K

Top Sells

1
+$332K
2
+$224K
3
+$220K
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$215K
5
MMM icon
3M
MMM
+$203K

Sector Composition

1 Financials 12.37%
2 Healthcare 11.39%
3 Technology 11.31%
4 Consumer Staples 11.04%
5 Industrials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$212K 0.13%
+4,170
102
$207K 0.12%
+2,000
103
$207K 0.12%
50,400
104
$202K 0.12%
+4,112
105
$71K 0.04%
250
106
$48K 0.03%
11,000
107
– –
-1,166
108
– –
-4,580
109
– –
-5,813
110
– –
-6,675
1 2 3 4
5