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
1
$10.3M 7.83%
+126,047
2
$5.49M 4.19%
+100,686
3
$5.4M 4.12%
+201,810
4
$4.7M 3.59%
+234,752
5
$3.81M 2.91%
+53,286
6
$3.41M 2.6%
+33,660
7
$3.25M 2.48%
+77,836
8
$3.13M 2.39%
+34,347
9
$2.77M 2.11%
+37,325
10
$2.64M 2.02%
+14,732
11
$2.53M 1.93%
+27,275
12
$2.53M 1.93%
+18,845
13
$2.4M 1.83%
+26,965
14
$2.21M 1.69%
+37,800
15
$2.19M 1.67%
+57,165
16
$2.14M 1.63%
+38,360
17
$2.08M 1.59%
+34,550
18
$2.05M 1.56%
+26,800
19
$2.03M 1.55%
+21,050
20
$2.02M 1.54%
+49,918
21
$1.96M 1.5%
+16,880
22
$1.9M 1.45%
+19,624
23
$1.81M 1.38%
+25,775
24
$1.79M 1.37%
+17,350
25
$1.78M 1.36%
+43,122
1
2 3 4 5