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
$150M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.08M
3
+$501K
4
AMZN icon
Amazon
AMZN
+$438K
5
CSX icon
CSX Corp
CSX
+$236K

Top Sells

1
+$886K
2
+$364K
3
+$327K
4
USB icon
US Bancorp
USB
+$252K
5
JPM icon
JPMorgan Chase
JPM
+$241K

Sector Composition

1 Consumer Staples 12.53%
2 Financials 11.88%
3 Healthcare 9.73%
4 Technology 9.48%
5 Industrials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.3M 8.2%
136,845
+792
2
$7.34M 4.89%
214,405
-1,825
3
$7.29M 4.86%
105,440
-4,730
4
$6.82M 4.55%
189,936
+2,284
5
$3.33M 2.22%
29,374
+325
6
$3.28M 2.19%
22,978
+678
7
$3.23M 2.16%
61,454
-1,028
8
$3.22M 2.15%
36,643
-2,749
9
$3.15M 2.1%
38,350
+725
10
$2.96M 1.97%
87,020
-3,470
11
$2.89M 1.93%
64,845
-46
12
$2.7M 1.8%
50,654
+2,094
13
$2.61M 1.74%
39,650
-1,005
14
$2.6M 1.73%
29,277
-4,090
15
$2.56M 1.71%
20,566
+91
16
$2.52M 1.68%
48,855
-1,100
17
$2.44M 1.63%
38,549
+1,400
18
$2.43M 1.62%
47,147
-4,898
19
$2.4M 1.6%
58,675
+300
20
$2.27M 1.52%
30,885
-125
21
$2.2M 1.47%
24,425
+2,250
22
$2.18M 1.46%
19,515
+4,475
23
$2.06M 1.37%
139,128
-732
24
$2.06M 1.37%
9,998
-250
25
$1.99M 1.33%
14,620
+135
1
2 3 4