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
176
$38K 0.03%
+125
177
$37K 0.03%
10,000
178
$37K 0.03%
+750
179
$37K 0.03%
+1,350
180
$37K 0.03%
1,309
+503
181
$36K 0.03%
550
-250
182
$35K 0.03%
1,500
183
$35K 0.03%
337
184
$35K 0.03%
200
185
$34K 0.02%
446
186
$34K 0.02%
453
187
$34K 0.02%
+182
188
$33K 0.02%
1,000
189
$31K 0.02%
+600
190
$30K 0.02%
305
191
$30K 0.02%
800
192
$30K 0.02%
1,600
193
$29K 0.02%
300
194
$29K 0.02%
+335
195
$28K 0.02%
550
+39
196
$28K 0.02%
+600
197
$28K 0.02%
+330
198
$26K 0.02%
500
199
$26K 0.02%
300
200
$26K 0.02%
1,000
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8
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