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
$142M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$2.23M
3
+$1.06M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$711K
5
META icon
Meta Platforms (Facebook)
META
+$503K

Top Sells

1
+$1.38M
2
+$1.33M
3
+$992K
4
JWN
Nordstrom
JWN
+$648K
5
IEV icon
iShares Europe ETF
IEV
+$449K

Sector Composition

1 Financials 12.76%
2 Consumer Staples 12.3%
3 Healthcare 9.11%
4 Technology 8.78%
5 Energy 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 8.07%
136,053
-497
2
$7.58M 5.34%
110,170
+102
3
$7.15M 5.04%
216,230
4
$5.43M 3.83%
187,652
+6,104
5
$3.4M 2.4%
39,392
-2,699
6
$3.4M 2.4%
37,625
+300
7
$3.38M 2.38%
22,300
+7
8
$3.28M 2.31%
62,482
-798
9
$3.03M 2.14%
29,049
10
$2.72M 1.92%
90,490
11
$2.67M 1.89%
52,045
-998
12
$2.67M 1.88%
40,655
13
$2.65M 1.87%
37,149
-2,200
14
$2.6M 1.84%
33,367
-950
15
$2.5M 1.76%
64,891
+4
16
$2.4M 1.69%
49,955
+3,450
17
$2.36M 1.66%
20,475
+239
18
$2.35M 1.66%
48,560
+800
19
$2.3M 1.63%
+58,375
20
$2.23M 1.57%
+31,010
21
$2.09M 1.48%
10,248
-25
22
$1.99M 1.4%
139,860
+17
23
$1.91M 1.35%
14,485
24
$1.87M 1.32%
15,369
25
$1.86M 1.31%
79,635
-400
1
2 3 4 5