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
$147M
AUM Growth
+$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.88M
3
+$1.61M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.04M
5
SPLK
Splunk Inc
SPLK
+$587K

Top Sells

1
+$1.86M
2
+$1.32M
3
+$1.21M
4
ALK icon
Alaska Air
ALK
+$857K
5
SONY icon
Sony
SONY
+$639K

Sector Composition

1 Technology 14%
2 Consumer Staples 9.55%
3 Financials 9.26%
4 Energy 7.64%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$59K 0.04%
300
152
$56K 0.04%
591
153
$54K 0.04%
1,200
154
$54K 0.04%
+500
155
$54K 0.04%
2,741
156
$52K 0.04%
452
157
$51K 0.03%
1,200
158
$51K 0.03%
9,700
159
$51K 0.03%
1,500
160
$51K 0.03%
500
161
$50K 0.03%
500
162
$50K 0.03%
15,000
-191,750
163
$49K 0.03%
930
164
$49K 0.03%
2,018
165
$49K 0.03%
600
166
$48K 0.03%
597
167
$48K 0.03%
260
168
$44K 0.03%
1,085
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169
$43K 0.03%
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170
$43K 0.03%
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171
$41K 0.03%
1,348
172
$41K 0.03%
1,100
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173
$40K 0.03%
+875
174
$38K 0.03%
800
175
$37K 0.03%
1,040
-208
5 6
7
8 9