MTWM

Masso Torrence Wealth Management Portfolio holdings

AUM $240M
1-Year Est. Return 26.47%
This Quarter Est. Return
1 Year Est. Return
+26.47%
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
376
$1K ﹤0.01%
+43
377
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+39
378
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+1
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