MTWM

Masso Torrence Wealth Management Portfolio holdings

AUM $240M
1-Year Est. Return 26.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$6.57M
3
+$5.33M
4
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$4.84M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$4.74M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.08%
2 Consumer Discretionary 5.77%
3 Communication Services 3.91%
4 Financials 3.65%
5 Healthcare 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
+350
352
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353
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358
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360
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365
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+500
367
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370
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371
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372
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+39
373
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374
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+109
375
$1K ﹤0.01%
+67
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