MTWM
Masso Torrence Wealth Management Portfolio holdings
AUM
$216M
This Quarter Return
+9.5%
1 Year Return
+21.12%
3 Year Return
+101.84%
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
–
Cap. Flow
+$143M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.09%
Holding
404
New
404
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$14.1M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$6.81M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$5.51M |
| 4 |
Invesco S&P MidCap Value with Momentum ETF
XMVM
|
$4.97M |
| 5 |
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% |
