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
$152M
AUM Growth
+$7.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.41M
3
+$1.26M
4
AN icon
AutoNation
AN
+$820K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$432K

Top Sells

1
+$1.08M
2
+$592K
3
+$416K
4
PG icon
Procter & Gamble
PG
+$301K
5
SCG
Scana
SCG
+$221K

Sector Composition

1 Consumer Staples 12.46%
2 Financials 10.88%
3 Healthcare 10.24%
4 Technology 9.98%
5 Energy 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.8M 7.76%
130,019
-3,304
2
$7.64M 5.02%
213,595
-485
3
$7.23M 4.74%
187,564
-612
4
$7.08M 4.65%
95,389
-268
5
$3.39M 2.22%
35,471
-99
6
$3.15M 2.07%
53,970
+240
7
$3.12M 2.05%
64,554
-96
8
$3.1M 2.03%
37,775
-200
9
$3.08M 2.02%
58,490
-1,506
10
$3M 1.97%
121,855
+57,155
11
$2.99M 1.96%
50,538
+64
12
$2.93M 1.92%
85,980
-1,040
13
$2.89M 1.9%
27,487
-750
14
$2.85M 1.87%
28,965
-454
15
$2.72M 1.78%
24,275
-50
16
$2.66M 1.74%
20,441
-137
17
$2.64M 1.73%
49,296
+252
18
$2.39M 1.57%
9,798
-200
19
$2.35M 1.54%
15,019
-150
20
$2.23M 1.47%
28,869
+2,972
21
$2.21M 1.45%
34,392
-250
22
$2.15M 1.41%
19,315
-150
23
$2.15M 1.41%
9,520
-50
24
$2.13M 1.4%
30,610
-75
25
$2.13M 1.39%
58,000
-400
1
2 3 4