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
1
$10.9M 7.92%
135,689
+9,642
2
$5.9M 4.28%
107,174
+6,488
3
$5.85M 4.24%
212,660
+10,850
4
$4.66M 3.38%
243,152
+8,400
5
$4.1M 2.97%
57,761
+4,475
6
$3.28M 2.38%
33,611
-49
7
$3.21M 2.32%
35,130
+783
8
$3.19M 2.31%
40,450
+3,125
9
$2.76M 2%
67,301
-10,535
10
$2.75M 1.99%
14,925
+193
11
$2.65M 1.92%
28,100
+825
12
$2.48M 1.8%
60,716
+3,551
13
$2.48M 1.8%
28,075
+1,110
14
$2.43M 1.76%
19,604
+759
15
$2.43M 1.76%
40,001
+2,201
16
$2.31M 1.68%
28,900
+2,100
17
$2.23M 1.62%
52,119
+2,201
18
$2.19M 1.58%
17,680
+800
19
$2.11M 1.53%
39,060
+700
20
$2.1M 1.52%
23,550
+2,500
21
$2.05M 1.48%
34,620
+70
22
$2.03M 1.47%
20,724
+1,100
23
$2M 1.45%
17,725
+375
24
$1.79M 1.3%
125,527
+9,866
25
$1.79M 1.29%
65,200
+5,850
1
2 3 4 5