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
176
$28K 0.02%
+300
177
$27K 0.02%
+5
178
$26K 0.02%
+100
179
$26K 0.02%
+300
180
$24K 0.02%
+511
181
$24K 0.02%
+1,000
182
$24K 0.02%
+600
183
$24K 0.02%
+500
184
$22K 0.02%
+615
185
$22K 0.02%
+730
186
$21K 0.02%
+400
187
$20K 0.02%
+400
188
$20K 0.02%
+1,000
189
$19K 0.01%
+371
190
$19K 0.01%
+300
191
$18K 0.01%
+1,000
192
$18K 0.01%
+400
193
$17K 0.01%
+300
194
$17K 0.01%
+1,000
195
$17K 0.01%
+1,321
196
$17K 0.01%
+1,000
197
$17K 0.01%
+806
198
$17K 0.01%
+179
199
$16K 0.01%
+500
200
$16K 0.01%
+240
6 7
8
9 10