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
201
$16K 0.01%
+103
202
$16K 0.01%
+272
203
$15K 0.01%
+135
204
$15K 0.01%
+655
205
$14K 0.01%
+600
206
$14K 0.01%
+200
207
$14K 0.01%
+435
208
$13K 0.01%
+500
209
$13K 0.01%
+200
210
$13K 0.01%
+150
211
$13K 0.01%
+100
212
$13K 0.01%
+200
213
$13K 0.01%
+300
214
$13K 0.01%
+300
215
$13K 0.01%
+730
216
$12K 0.01%
+130
217
$12K 0.01%
+600
218
$12K 0.01%
+2,652
219
$12K 0.01%
+108
220
$12K 0.01%
+200
221
$12K 0.01%
+500
222
$12K 0.01%
+150
223
$11K 0.01%
+200
224
$11K 0.01%
+124
225
$11K 0.01%
+300
7 8
9
10 11