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
$137M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.38M
3
+$1.13M
4
ABT icon
Abbott
ABT
+$976K
5
MOS icon
The Mosaic Company
MOS
+$607K

Top Sells

1
+$2.49M
2
+$2.3M
3
+$1.22M
4
MCD icon
McDonald's
MCD
+$298K
5
PG icon
Procter & Gamble
PG
+$273K

Sector Composition

1 Consumer Staples 12.3%
2 Financials 12.25%
3 Healthcare 9.94%
4 Technology 9.12%
5 Energy 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 8.45%
136,748
-3,226
2
$6.38M 4.66%
109,828
+172
3
$6.33M 4.62%
211,880
+675
4
$4.37M 3.19%
182,864
-51,128
5
$3.52M 2.57%
37,575
+200
6
$3.33M 2.44%
62,870
-102
7
$3.29M 2.4%
21,772
+48
8
$3.02M 2.2%
39,899
+1,100
9
$2.7M 1.97%
+90,830
10
$2.67M 1.95%
43,014
+1,101
11
$2.67M 1.95%
27,249
+454
12
$2.64M 1.93%
64,433
-246
13
$2.58M 1.89%
34,842
+800
14
$2.46M 1.79%
20,253
-384
15
$2.14M 1.56%
53,041
+752
16
$2.14M 1.56%
140,152
-1,083
17
$2.04M 1.49%
46,990
+825
18
$2.02M 1.48%
35,630
+100
19
$1.98M 1.44%
22,300
-100
20
$1.95M 1.42%
41,700
+1,625
21
$1.91M 1.39%
39,575
+2,950
22
$1.9M 1.39%
70,000
23
$1.9M 1.39%
14,515
24
$1.85M 1.35%
80,685
-200
25
$1.85M 1.35%
10,288
1
2 3 4 5