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
201
$26K 0.02%
+1,038
202
$25K 0.02%
615
203
$25K 0.02%
100
204
$25K 0.02%
600
205
$24K 0.02%
400
206
$23K 0.02%
500
207
$21K 0.02%
400
208
$21K 0.02%
365
+165
209
$21K 0.02%
300
210
$21K 0.02%
2,652
211
$20K 0.01%
175
+40
212
$19K 0.01%
1,321
213
$19K 0.01%
400
214
$19K 0.01%
2,500
+500
215
$18K 0.01%
1,000
216
$17K 0.01%
371
217
$17K 0.01%
+1,200
218
$17K 0.01%
+1,500
219
$17K 0.01%
103
220
$17K 0.01%
179
221
$16K 0.01%
300
222
$16K 0.01%
500
223
$16K 0.01%
500
-529
224
$16K 0.01%
240
225
$15K 0.01%
200
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9
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