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

Top Buys

1
+$1.21M
2
+$857K
3
+$777K
4
SEA
Invesco Shipping ETF
SEA
+$671K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$655K

Top Sells

1
+$1.58M
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
151
$51K 0.04%
+1,200
152
$51K 0.04%
452
153
$50K 0.04%
9,700
154
$49K 0.04%
+1,200
155
$49K 0.04%
1,500
-32,150
156
$49K 0.04%
+500
157
$48K 0.03%
597
158
$47K 0.03%
500
159
$47K 0.03%
2,741
160
$46K 0.03%
260
161
$45K 0.03%
930
162
$45K 0.03%
+2,018
163
$45K 0.03%
1,000
164
$45K 0.03%
1,084
+26
165
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+400
166
$44K 0.03%
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167
$44K 0.03%
600
168
$41K 0.03%
500
169
$39K 0.03%
1,248
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170
$39K 0.03%
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171
$39K 0.03%
+175
172
$38K 0.03%
1,348
173
$38K 0.03%
+400
174
$38K 0.03%
1,000
175
$38K 0.03%
+2,000
5 6
7
8 9