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
151
$43K 0.03%
+600
152
$42K 0.03%
+260
153
$40K 0.03%
+1,348
154
$39K 0.03%
+1,000
155
$38K 0.03%
+1,500
156
$37K 0.03%
+1,457
157
$37K 0.03%
+3,000
158
$35K 0.03%
+337
159
$35K 0.03%
+1,000
160
$35K 0.03%
+200
161
$34K 0.03%
+305
162
$34K 0.03%
+453
163
$33K 0.03%
+1,029
164
$33K 0.03%
+1,000
165
$33K 0.03%
+2,000
166
$33K 0.03%
+2,726
167
$32K 0.02%
+10,000
168
$32K 0.02%
+1,500
169
$32K 0.02%
+446
170
$31K 0.02%
+800
171
$30K 0.02%
+400
172
$30K 0.02%
+1,600
173
$30K 0.02%
+400
174
$29K 0.02%
+500
175
$29K 0.02%
+574
5 6
7
8 9