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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
$138M
AUM Growth
+$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$762K
3
+$760K
4
SEA
Invesco Shipping ETF
SEA
+$664K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$657K

Top Sells

1
+$1.51M
2
+$1.05M
3
+$882K
4
WFC.PRO
WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu
WFC.PRO
+$841K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$578K

Sector Composition

1 Technology 13.96%
2 Consumer Staples 11.11%
3 Financials 9.8%
4 Industrials 8.17%
5 Energy 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$80K 0.06%
3,400
127
$80K 0.06%
1,500
128
$78K 0.06%
1,175
129
$77K 0.06%
+5,550
130
$73K 0.05%
2,138
+4
131
$71K 0.05%
650
132
$70K 0.05%
800
+100
133
$70K 0.05%
+700
134
$69K 0.05%
1,200
135
$66K 0.05%
2,508
+331
136
$65K 0.05%
670
137
$65K 0.05%
500
138
$64K 0.05%
+2,000
139
$63K 0.05%
+1,000
140
$62K 0.04%
+500
141
$61K 0.04%
1,130
142
$61K 0.04%
1,652
143
$60K 0.04%
12,000
144
$58K 0.04%
1,200
145
$58K 0.04%
+935
146
$57K 0.04%
+2,014
147
$56K 0.04%
1,702
-100
148
$56K 0.04%
+300
149
$56K 0.04%
7
+2
150
$52K 0.04%
591
4 5
6
7 8