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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.49M
3
+$5.4M
4
AAPL icon
Apple
AAPL
+$4.7M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.81M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.54%
2 Consumer Staples 11.14%
3 Financials 9.86%
4 Energy 7.66%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$68K 0.05%
+1,802
127
$67K 0.05%
+1,175
128
$66K 0.05%
+1,130
129
$66K 0.05%
+2,500
130
$65K 0.05%
+700
131
$65K 0.05%
+1,652
132
$65K 0.05%
+500
133
$62K 0.05%
+650
134
$60K 0.05%
+12,000
135
$58K 0.04%
+2,177
136
$56K 0.04%
+1,200
137
$55K 0.04%
+1,373
138
$53K 0.04%
+800
139
$52K 0.04%
+591
140
$51K 0.04%
+3,300
141
$50K 0.04%
+9,700
142
$50K 0.04%
+452
143
$49K 0.04%
+597
144
$49K 0.04%
+2,741
145
$48K 0.04%
+5,000
146
$47K 0.04%
+500
147
$44K 0.03%
+930
148
$43K 0.03%
+500
149
$43K 0.03%
+1,058
150
$43K 0.03%
+3,000
4 5
6
7 8