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
$162M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.18M
3
+$932K
4
CAT icon
Caterpillar
CAT
+$771K
5
SKX
Skechers
SKX
+$436K

Top Sells

1
+$208K
2
+$172K
3
+$102K
4
IAU icon
iShares Gold Trust
IAU
+$65.3K
5
BGS icon
B&G Foods
BGS
+$59.8K

Sector Composition

1 Financials 11.72%
2 Healthcare 11.26%
3 Technology 11.16%
4 Consumer Staples 10.69%
5 Industrials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.1M 6.89%
107,114
-329
2
$8.23M 5.09%
217,200
+3,085
3
$7.71M 4.76%
162,344
-2,140
4
$7.52M 4.65%
97,515
-491
5
$4.28M 2.64%
57,766
+1,468
6
$3.58M 2.21%
22,903
-1,100
7
$3.5M 2.16%
65,152
+220
8
$3.33M 2.05%
29,943
-412
9
$3.15M 1.95%
22,552
-107
10
$2.93M 1.81%
36,280
+419
11
$2.89M 1.79%
28,578
+751
12
$2.8M 1.73%
113,217
-2,638
13
$2.75M 1.7%
56,964
-296
14
$2.59M 1.6%
48,395
-125
15
$2.59M 1.6%
21,162
+437
16
$2.53M 1.57%
8,970
+100
17
$2.45M 1.51%
50,772
+816
18
$2.41M 1.49%
9,060
-203
19
$2.39M 1.48%
31,105
-17
20
$2.25M 1.39%
16,073
-40
21
$2.23M 1.38%
28,845
-558
22
$2.21M 1.37%
27,839
+1,367
23
$2.19M 1.36%
67,503
+978
24
$2.19M 1.35%
27,424
-412
25
$2.16M 1.34%
18,321
+911
1
2 3 4 5