MTWM
Masso Torrence Wealth Management Portfolio holdings
AUM
$216M
This Quarter Return
-3.12%
1 Year Return
+21.12%
3 Year Return
+101.84%
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
+$130M
(-6.2%)
Cap. Flow
-$2.31M
Cap. Flow
% of AUM
-1.77%
Top 10 Holdings %
Top 10 Hldgs %
44.6%
Holding
87
New
2
Increased
35
Reduced
33
Closed
3
Top Buys
| 1 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
$1.46M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$326K |
| 3 |
NVIDIA
NVDA
|
$279K |
| 4 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$243K |
| 5 |
Blackstone
BX
|
$218K |
Top Sells
Sector Composition
| 1 | Technology | 23.56% |
| 2 | Consumer Discretionary | 4.64% |
| 3 | Communication Services | 4.14% |
| 4 | Financials | 3.1% |
| 5 | Healthcare | 2.75% |
