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
401
$0 ﹤0.01%
+1
402
$0 ﹤0.01%
+28
403
$0 ﹤0.01%
+4
404
$0 ﹤0.01%
+3