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
176
$37K 0.03%
337
177
$37K 0.03%
550
178
$36K 0.02%
1,425
+825
179
$36K 0.02%
446
180
$36K 0.02%
1,350
181
$36K 0.02%
1,209
-100
182
$35K 0.02%
453
183
$33K 0.02%
1,000
184
$32K 0.02%
600
185
$32K 0.02%
1,600
186
$31K 0.02%
400
+200
187
$31K 0.02%
300
188
$30K 0.02%
305
189
$30K 0.02%
600
190
$30K 0.02%
200
191
$29K 0.02%
700
-100
192
$28K 0.02%
2,652
193
$28K 0.02%
330
194
$26K 0.02%
1,000
195
$26K 0.02%
300
196
$25K 0.02%
615
197
$25K 0.02%
100
198
$25K 0.02%
600
199
$25K 0.02%
400
200
$24K 0.02%
500
6 7
8
9 10