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
$130M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.17M
3
+$1.12M
4
NVO icon
Novo Nordisk
NVO
+$930K
5
UPS icon
United Parcel Service
UPS
+$855K

Top Sells

1
+$2.12M
2
+$872K
3
+$850K
4
MTW icon
Manitowoc
MTW
+$426K
5
TRN icon
Trinity Industries
TRN
+$327K

Sector Composition

1 Financials 13.26%
2 Technology 11.22%
3 Consumer Staples 9.91%
4 Industrials 7.31%
5 Energy 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.96M 7.66%
138,379
-2,048
2
$6.39M 4.92%
231,824
-4,704
3
$5.43M 4.18%
198,930
-1,000
4
$5.41M 4.17%
101,580
+652
5
$3.27M 2.52%
62,228
+23,970
6
$2.99M 2.3%
24,347
-1,949
7
$2.77M 2.13%
37,261
+224
8
$2.71M 2.09%
26,570
-600
9
$2.61M 2.01%
21,626
+84
10
$2.58M 1.99%
26,135
+8,665
11
$2.56M 1.97%
42,009
-499
12
$2.55M 1.96%
38,565
-50
13
$2.52M 1.94%
51,275
-1,450
14
$2.41M 1.86%
34,642
-2,350
15
$2.35M 1.81%
65,045
-796
16
$2.23M 1.72%
56,550
-3,950
17
$2.18M 1.68%
34,895
+585
18
$2.12M 1.63%
51,785
-699
19
$2.09M 1.61%
39,615
-1,590
20
$1.96M 1.51%
134,602
+476
21
$1.93M 1.49%
83,885
+1,300
22
$1.88M 1.44%
19,750
-3,050
23
$1.85M 1.42%
10,338
-175
24
$1.83M 1.41%
19,604
+1,393
25
$1.76M 1.36%
44,620
+405
1
2 3 4 5