MTWM

Masso Torrence Wealth Management Portfolio holdings

AUM $216M
1-Year Est. Return 21.12%
This Quarter Est. Return
1 Year Est. Return
+21.12%
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
+$14.1M
2
+$6.81M
3
+$5.51M
4
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$4.97M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.96M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.08%
2 Consumer Discretionary 5.77%
3 Communication Services 3.91%
4 Financials 3.66%
5 Healthcare 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
+70
352
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+8
353
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354
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357
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358
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359
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360
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361
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362
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367
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371
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+43
372
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373
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374
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+22
375
$1K ﹤0.01%
+125
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