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
$129M
AUM Growth
-$1.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.55M
3
+$1.55M
4
OIL
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In
OIL
+$1.35M
5
WFC icon
Wells Fargo
WFC
+$1.07M

Top Sells

1
+$2.25M
2
+$2.14M
3
+$1.97M
4
BAX icon
Baxter International
BAX
+$1.85M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.31M

Sector Composition

1 Technology 15.27%
2 Financials 11.77%
3 Consumer Staples 10.38%
4 Industrials 8.15%
5 Energy 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 8.44%
133,185
-1,180
2
$7.1M 5.49%
228,288
-9,860
3
$5.24M 4.05%
88,840
+10,980
4
$5.09M 3.94%
167,620
+9,450
5
$3.33M 2.57%
18,693
+335
6
$3.12M 2.41%
36,686
-551
7
$2.87M 2.22%
71,420
+189
8
$2.72M 2.1%
39,190
-1,200
9
$2.63M 2.03%
25,060
+1,650
10
$2.63M 2.03%
36,018
+651
11
$2.62M 2.03%
60,350
-200
12
$2.59M 2%
60,043
-1,899
13
$2.59M 2%
25,595
+126
14
$2.52M 1.95%
39,335
+50
15
$2.46M 1.9%
20,689
-93
16
$2.44M 1.89%
40,256
+251
17
$2.39M 1.85%
21,025
-825
18
$2.37M 1.84%
54,331
-899
19
$2.31M 1.79%
35,392
-100
20
$2.22M 1.72%
25,506
-14,996
21
$2.11M 1.63%
13,739
-942
22
$2.01M 1.55%
37,070
+2,495
23
$1.83M 1.41%
44,065
+2,000
24
$1.79M 1.39%
32,947
+19,703
25
$1.77M 1.37%
33,680
-1,100
1
2 3 4