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 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%
+16
377
$1K ﹤0.01%
+7
378
$1K ﹤0.01%
+5
379
$1K ﹤0.01%
+12
380
$1K ﹤0.01%
+166
381
$1K ﹤0.01%
+76
382
$1K ﹤0.01%
+135
383
$1K ﹤0.01%
+109
384
$1K ﹤0.01%
+67
385
$1K ﹤0.01%
+14
386
$1K ﹤0.01%
+70
387
$1K ﹤0.01%
+13
388
$1K ﹤0.01%
+65
389
$1K ﹤0.01%
+50
390
$1K ﹤0.01%
+18
391
$1K ﹤0.01%
+50
392
$0 ﹤0.01%
+1
393
$0 ﹤0.01%
+1
394
$0 ﹤0.01%
+4
395
$0 ﹤0.01%
+8
396
$0 ﹤0.01%
+3
397
$0 ﹤0.01%
+14
398
$0 ﹤0.01%
+7
399
$0 ﹤0.01%
+8
400
$0 ﹤0.01%
+1